SOA Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

SOA 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 Q1	$2.71K	Hold	30	–	–	﹤0.01%	691
2025 Q4	$2.7K	Hold	30	–	–	﹤0.01%	698
2025 Q3	$2.96K	Hold	30	–	–	﹤0.01%	705
2025 Q2	$2.74K	Hold	30	–	–	﹤0.01%	692
2025 Q1	$3.4K	Hold	30	–	–	﹤0.01%	667
2024 Q4	$3.17K	Hold	30	–	–	﹤0.01%	649
2024 Q3	$3.24K	Hold	30	–	–	﹤0.01%	640
2024 Q2	$3.26K	Hold	30	–	–	﹤0.01%	639
2024 Q1	$3.96K	Hold	30	–	–	﹤0.01%	634
2023 Q4	$3.65K	Sell	30 -16	-35%	-$1.78K	﹤0.01%	634
2023 Q3	$5.16K	Hold	46	–	–	﹤0.01%	613
2023 Q2	$6.7K	Hold	46	–	–	﹤0.01%	580
2023 Q1	$5.94K	Hold	46	–	–	﹤0.01%	594
2022 Q4	$5.87K	Hold	46	–	–	﹤0.01%	598
2022 Q3	$4K	Sell	46 -5	-10%	-$549	﹤0.01%	643
2022 Q2	$5K	Sell	51 -32	-39%	-$3.8K	﹤0.01%	603
2022 Q1	$10K	Sell	83 -2	-2%	-$241	﹤0.01%	598
2021 Q4	$10K	Hold	85	–	–	﹤0.01%	579
2021 Q3	$12K	Hold	85	–	–	﹤0.01%	559
2021 Q2	$13K	Buy	85 +25	+42%	+$4.05K	﹤0.01%	541
2021 Q1	$9K	Buy	60 +6	+11%	+$929	﹤0.01%	533
2020 Q4	$8K	Buy	+54	New	+$7.63K	﹤0.01%	556

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOA Wealth Advisors's ZBH Position: Q1 2026 in Review

SOA Wealth Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 30 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

SOA Wealth Advisors first reported a position in ZBH in Q4 2020 and has held it in 22 quarters since. The position peaked at $13K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

SOA Wealth Advisors held 30 shares of Zimmer Biomet worth $2.71K as of Q1 2026.
SOA Wealth Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #691 holding.
SOA Wealth Advisors first reported a position in Zimmer Biomet in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Zimmer Biomet position peaked at $13K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.