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 Q2	$2.1M	Buy	24,436 +5,231	+27%	+$459K	0.48%	58
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Roberts Wealth Advisors's ZBH Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 27% in Q2 2026, buying an estimated $459K and bringing the position to 24,436 shares worth $2.1M. The position accounts for 0.48% of the portfolio, ranked #58.

Roberts Wealth Advisors first reported a position in ZBH in Q4 2024 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Roberts Wealth Advisors held 24,436 shares of Zimmer Biomet worth $2.1M as of Q2 2026.
Roberts Wealth Advisors bought 5,231 Zimmer Biomet shares in Q2 2026, an estimated $459K.
Zimmer Biomet made up 0.48% of Roberts Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Roberts Wealth Advisors first reported a position in Zimmer Biomet in Q4 2024 and has held it in 7 quarters since.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.