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 Q2	–	Sell	-411	Closed	-$37.2K	–	3249
2026 Q1	$37.2K	Buy	411 +105	+34%	+$9.63K	﹤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

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

Root Financial Partners's ZBH Position: Q2 2026 in Review

Root Financial Partners sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 411 shares — an estimated $37.2K sold.

Root Financial Partners first reported a position in ZBH in Q3 2025 and held it in 3 quarters. The position peaked at $37.2K in Q1 2026. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Root Financial Partners reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 411 Zimmer Biomet shares in Q2 2026, an estimated $37.2K.
Root Financial Partners first reported a position in Zimmer Biomet in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Zimmer Biomet position peaked at $37.2K in Q1 2026.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.