PCS
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Personal CFO Solutions’s Zimmer Biomet ZBH Stock Holding History

Personal CFO Solutions’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
3,290
-15
-0.5% -$1.31K 0.04% 416
2026
Q1 		$300K Sell
3,305
-70
-2% -$6.42K 0.04% 378
2025
Q4 		$303K Sell
3,375
-101
-3% -$9.58K 0.05% 366
2025
Q3 		$342K Buy
3,476
+505
+17% +$50K 0.06% 307
2025
Q2 		$271K Sell
2,971
-375
-11% -$36.3K 0.05% 359
2025
Q1 		$379K Buy
3,346
+660
+25% +$70.6K 0.08% 260
2024
Q4 		$284K Buy
2,686
+72
+3% +$7.72K 0.06% 342
2024
Q3 		$282K Buy
2,614
+478
+22% +$52.2K 0.04% 444
2024
Q2 		$232K Sell
2,136
-37
-2% -$4.36K 0.04% 457
2024
Q1 		$287K Buy
2,173
+102
+5% +$12.7K 0.04% 408
2023
Q4 		$252K Sell
2,071
-1,123
-35% -$125K 0.04% 419
2023
Q3 		$359K Buy
3,194
+21
+0.7% +$2.67K 0.07% 281
2023
Q2 		$462K Buy
3,173
+1,414
+80% +$192K 0.09% 220
2023
Q1 		$227K Buy
+1,759
New +$221K 0.05% 407

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal CFO Solutions's ZBH Position: Q2 2026 in Review

Personal CFO Solutions reduced its Zimmer Biomet (ZBH) stake by 0.45% in Q2 2026, selling an estimated $1.31K and leaving 3,290 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #416.

Personal CFO Solutions first reported a position in ZBH in Q1 2023 and has held it in 14 quarters since. The position peaked at $462K in Q2 2023. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Personal CFO Solutions held 3,290 shares of Zimmer Biomet worth $284K as of Q2 2026.
  • Personal CFO Solutions sold 15 Zimmer Biomet shares in Q2 2026, an estimated $1.31K.
  • Zimmer Biomet made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #416 holding.
  • Personal CFO Solutions first reported a position in Zimmer Biomet in Q1 2023 and has held it in 14 quarters since.
  • Personal CFO Solutions's Zimmer Biomet position peaked at $462K in Q2 2023.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.