Roberts Wealth Advisors
ZBH icon

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
Q3 		$2.21M Buy
24,887
+451
+2% +$42.7K 0.5% 58
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
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Roberts Wealth Advisors's ZBH Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 1.8% in Q3 2026, buying an estimated $42.7K and bringing the position to 24,887 shares worth $2.21M. The position accounts for 0.5% of the portfolio, ranked #58.

Roberts Wealth Advisors first reported a position in ZBH in Q4 2024 and has held it in 8 quarters since. 778 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Roberts Wealth Advisors held 24,887 shares of Zimmer Biomet worth $2.21M as of Q3 2026.
  • Roberts Wealth Advisors bought 451 Zimmer Biomet shares in Q3 2026, an estimated $42.7K.
  • Zimmer Biomet made up 0.5% of Roberts Wealth Advisors's portfolio in Q3 2026, its #58 holding.
  • Roberts Wealth Advisors first reported a position in Zimmer Biomet in Q4 2024 and has held it in 8 quarters since.
  • 778 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.