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Private Wealth Management Group’s Zimmer Biomet ZBH Stock Holding History

Private Wealth Management Group’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 		$4.74K Buy
55
+46
+511% +$4.03K ﹤0.01% 866
2026
Q1 		$814 Sell
9
-49
-84% -$4.5K ﹤0.01% 1289
2025
Q4 		$5.22K Sell
58
-9
-13% -$853 ﹤0.01% 753
2025
Q3 		$6.6K Sell
67
-8
-11% -$793 ﹤0.01% 682
2025
Q2 		$6.84K Sell
75
-43
-36% -$4.16K ﹤0.01% 629
2025
Q1 		$13.4K Sell
118
-19
-14% -$2.03K ﹤0.01% 391
2024
Q4 		$14.5K Buy
137
+9
+7% +$966 0.01% 383
2024
Q3 		$13.8K Buy
128
+46
+56% +$5.02K 0.01% 375
2024
Q2 		$8.9K Sell
82
-45
-35% -$5.3K ﹤0.01% 477
2024
Q1 		$16.8K Hold
127
– – 0.01% 302
2023
Q4 		$15.5K Buy
+127
New +$14.2K 0.01% 311

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

Private Wealth Management Group's ZBH Position: Q2 2026 in Review

Private Wealth Management Group increased its Zimmer Biomet (ZBH) stake by 511% in Q2 2026, buying an estimated $4.03K and bringing the position to 55 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Private Wealth Management Group first reported a position in ZBH in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8K in Q1 2024. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Private Wealth Management Group held 55 shares of Zimmer Biomet worth $4.74K as of Q2 2026.
  • Private Wealth Management Group bought 46 Zimmer Biomet shares in Q2 2026, an estimated $4.03K.
  • Zimmer Biomet made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #866 holding.
  • Private Wealth Management Group first reported a position in Zimmer Biomet in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Zimmer Biomet position peaked at $16.8K in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.