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Sound View Wealth Advisors Group’s Zimmer Biomet ZBH Stock Holding History

Sound View Wealth Advisors Group’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
-2,286
Closed -$207K – 461
2026
Q1 		$207K Buy
2,286
+15
+0.7% +$1.38K 0.01% 406
2025
Q4 		$204K Sell
2,271
-2,307
-50% -$219K 0.01% 403
2025
Q3 		$451K Sell
4,578
-124
-3% -$12.3K 0.03% 286
2025
Q2 		$429K Sell
4,702
-4,489
-49% -$434K 0.03% 292
2025
Q1 		$1.04M Buy
9,191
+500
+6% +$53.5K 0.09% 169
2024
Q4 		$918K Sell
8,691
-61
-0.7% -$6.54K 0.07% 189
2024
Q3 		$945K Buy
8,752
+1,177
+16% +$128K 0.08% 181
2024
Q2 		$822K Sell
7,575
-546
-7% -$64.4K 0.08% 176
2024
Q1 		$1.07M Sell
8,121
-1,125
-12% -$141K 0.11% 156
2023
Q4 		$1.13M Buy
9,246
+966
+12% +$108K 0.12% 147
2023
Q3 		$929K Buy
8,280
+881
+12% +$112K 0.12% 149
2023
Q2 		$1.08M Sell
7,399
-113
-2% -$15.4K 0.14% 137
2023
Q1 		$971K Sell
7,512
-1,734
-19% -$218K 0.13% 149
2022
Q4 		$1.13M Buy
9,246
+4,039
+78% +$469K 0.12% 147
2022
Q3 		$544K Sell
5,207
-297
-5% -$32.6K 0.12% 151
2022
Q2 		$578K Sell
5,504
-102
-2% -$12.1K 0.12% 152
2022
Q1 		$717K Sell
5,606
-46
-0.8% -$5.54K 0.14% 144
2021
Q4 		$697K Buy
5,652
+732
+15% +$95.8K 0.13% 145
2021
Q3 		$699K Buy
4,920
+67
+1% +$9.86K 0.15% 141
2021
Q2 		$758K Buy
4,853
+25
+0.5% +$4.05K 0.16% 132
2021
Q1 		$750K Buy
4,828
+91
+2% +$14.1K 0.17% 122
2020
Q4 		$709K Buy
4,737
+550
+13% +$77.7K 0.17% 124
2020
Q3 		$553K Sell
4,187
-28
-0.7% -$3.66K 0.15% 135
2020
Q2 		$488K Buy
4,215
+196
+5% +$22.6K 0.14% 133
2020
Q1 		$394K Buy
4,019
+960
+31% +$126K 0.14% 137
2019
Q4 		$445K Sell
3,059
-1,136
-27% -$157K 0.13% 147
2019
Q3 		$559K Sell
4,195
-433
-9% -$55.9K 0.17% 129
2019
Q2 		$529K Buy
+4,628
New +$542K 0.16% 139

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound View Wealth Advisors Group's ZBH Position: Q2 2026 in Review

Sound View Wealth Advisors Group sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 2,286 shares — an estimated $207K sold.

Sound View Wealth Advisors Group first reported a position in ZBH in Q2 2019 and held it in 28 quarters. The position peaked at $1.13M in Q4 2023. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Sound View Wealth Advisors Group reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,286 Zimmer Biomet shares in Q2 2026, an estimated $207K.
  • Sound View Wealth Advisors Group first reported a position in Zimmer Biomet in Q2 2019 and held it in 28 quarters.
  • Sound View Wealth Advisors Group's Zimmer Biomet position peaked at $1.13M in Q4 2023.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.