SWIM
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Smallwood Wealth Investment Management’s Zimmer Biomet ZBH Stock Holding History

Smallwood Wealth Investment Management’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 		$4.82K Hold
56
– – ﹤0.01% 369
2026
Q1 		$5.06K Hold
56
– – ﹤0.01% 367
2025
Q4 		$5.04K Hold
56
– – ﹤0.01% 355
2025
Q3 		$5.52K Hold
56
– – ﹤0.01% 348
2025
Q2 		$5.11K Hold
56
– – ﹤0.01% 353
2025
Q1 		$6.34K Buy
+56
New +$5.99K ﹤0.01% 339

Other funds holding ZBH

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Smallwood Wealth Investment Management's ZBH Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 56 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Smallwood Wealth Investment Management first reported a position in ZBH in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.34K in Q1 2025. 370 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Smallwood Wealth Investment Management held 56 shares of Zimmer Biomet worth $4.82K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #369 holding.
  • Smallwood Wealth Investment Management first reported a position in Zimmer Biomet in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Zimmer Biomet position peaked at $6.34K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.