Root Financial Partners
ZBH icon

Root Financial Partners’s Zimmer Biomet ZBH Stock Holding History

Root Financial Partners’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 		$60.2K Buy
+678
New +$64.2K ﹤0.01% 990
2026
Q2 		– Sell
-411
Closed -$37.2K – 3249
2026
Q1 		$37.2K Buy
411
+105
+34% +$9.6K ﹤0.01% 1009
2025
Q4 		$27.5K Sell
306
-8
-3% -$759 ﹤0.01% 1000
2025
Q3 		$30.9K Buy
+314
New +$31.1K ﹤0.01% 875

Other funds holding ZBH

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Root Financial Partners's ZBH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zimmer Biomet (ZBH) in Q3 2026: 678 shares worth $60.2K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZBH as recently as Q1 2026.

Root Financial Partners first reported a position in ZBH in Q3 2025 and has held it in 4 quarters since. 574 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Root Financial Partners held 678 shares of Zimmer Biomet worth $60.2K as of Q3 2026.
  • Zimmer Biomet was a new Root Financial Partners position in Q3 2026.
  • Zimmer Biomet made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #990 holding.
  • Root Financial Partners first reported a position in Zimmer Biomet in Q3 2025 and has held it in 4 quarters since.
  • 574 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.