Roberts Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Roberts Wealth Advisors’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	$1.74M	Buy	19,205 +1,137	+6%	+$104K	0.44%	59
2025 Q4	$1.62M	Sell	18,068 -1,392	-7%	-$132K	0.42%	60
2025 Q3	$1.92M	Buy	19,460 +208	+1%	+$20.6K	0.51%	60
2025 Q2	$1.76M	Buy	19,252 +755	+4%	+$73K	0.5%	58
2025 Q1	$2.09M	Buy	18,497 +152	+0.8%	+$16.3K	0.65%	52
2024 Q4	$1.95M	Buy	+18,345	New	+$1.97M	0.59%	51

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roberts Wealth Advisors's ZBH Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 6.3% in Q1 2026, buying an estimated $104K and bringing the position to 19,205 shares worth $1.74M. The position accounts for 0.44% of the portfolio, ranked #59.

Roberts Wealth Advisors first reported a position in ZBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Roberts Wealth Advisors held 19,205 shares of Zimmer Biomet worth $1.74M as of Q1 2026.
Roberts Wealth Advisors bought 1,137 Zimmer Biomet shares in Q1 2026, an estimated $104K.
Zimmer Biomet made up 0.44% of Roberts Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Roberts Wealth Advisors first reported a position in Zimmer Biomet in Q4 2024 and has held it in 6 quarters since.
Roberts Wealth Advisors's Zimmer Biomet position peaked at $2.09M in Q1 2025.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.