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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
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's ZBH Position: Q1 2026 in Review

Root Financial Partners increased its Zimmer Biomet (ZBH) stake by 34% in Q1 2026, buying an estimated $9.63K and bringing the position to 411 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Root Financial Partners first reported a position in ZBH in Q3 2025 and has held it in 3 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Root Financial Partners held 411 shares of Zimmer Biomet worth $37.2K as of Q1 2026.
  • Root Financial Partners bought 105 Zimmer Biomet shares in Q1 2026, an estimated $9.63K.
  • Zimmer Biomet made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1009 holding.
  • Root Financial Partners first reported a position in Zimmer Biomet in Q3 2025 and has held it in 3 quarters since.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.