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Pinnacle Wealth Planning Services’s Zimmer Biomet ZBH Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.5K Hold
168
– – ﹤0.01% 1921
2026
Q1 		$15.2K Buy
168
+34
+25% +$3.12K ﹤0.01% 1824
2025
Q4 		$12K Buy
+134
New +$12.7K ﹤0.01% 1938
2021
Q1 		– Sell
-753
Closed -$112K – 2004
2020
Q4 		$112K Buy
+753
New +$106K 0.03% 428

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

Pinnacle Wealth Planning Services's ZBH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 168 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Pinnacle Wealth Planning Services first reported a position in ZBH in Q4 2020 and has held it in 4 quarters since. The position peaked at $112K in Q4 2020. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 168 shares of Zimmer Biomet worth $14.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1921 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zimmer Biomet in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Zimmer Biomet position peaked at $112K in Q4 2020.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.