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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZBH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Zimmer Biomet (ZBH) stake by 25% in Q1 2026, buying an estimated $3.12K and bringing the position to 168 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Pinnacle Wealth Planning Services first reported a position in ZBH in Q4 2020 and has held it in 3 quarters since. The position peaked at $112K in Q4 2020. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 168 shares of Zimmer Biomet worth $15.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 Zimmer Biomet shares in Q1 2026, an estimated $3.12K.
  • Zimmer Biomet made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1824 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zimmer Biomet in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Zimmer Biomet position peaked at $112K in Q4 2020.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.