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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
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 $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

Sound View Wealth Advisors Group's ZBH Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Zimmer Biomet (ZBH) stake by 0.66% in Q1 2026, buying an estimated $1.38K and bringing the position to 2,286 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #406.

Sound View Wealth Advisors Group first reported a position in ZBH in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.13M in Q4 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,286 shares of Zimmer Biomet worth $207K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 15 Zimmer Biomet shares in Q1 2026, an estimated $1.38K.
  • Zimmer Biomet made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #406 holding.
  • Sound View Wealth Advisors Group first reported a position in Zimmer Biomet in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Zimmer Biomet position peaked at $1.13M in Q4 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.