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Tanglewood Legacy Advisors’s Zimmer Biomet ZBH Stock Holding History

Tanglewood Legacy 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
Q2 		$140K Hold
1,631
– – 0.05% 114
2026
Q1 		$147K Hold
1,631
– – 0.05% 106
2025
Q4 		$147K Hold
1,631
– – 0.06% 108
2025
Q3 		$161K Hold
1,631
– – 0.06% 101
2025
Q2 		$149K Hold
1,631
– – 0.06% 107
2025
Q1 		$185K Hold
1,631
– – 0.08% 98
2024
Q4 		$172K Hold
1,631
– – 0.07% 97
2024
Q3 		$176K Hold
1,631
– – 0.08% 94
2024
Q2 		$177K Hold
1,631
– – 0.08% 96
2024
Q1 		$215K Hold
1,631
– – 0.11% 86
2023
Q4 		$198K Hold
1,631
– – 0.11% 82
2023
Q3 		$183K Hold
1,631
– – 0.11% 84
2023
Q2 		$237K Hold
1,631
– – 0.14% 73
2023
Q1 		$211K Hold
1,631
– – 0.13% 72
2022
Q4 		$208K Buy
+1,631
New +$189K 0.15% 58

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

Tanglewood Legacy Advisors's ZBH Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 1,631 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #114.

Tanglewood Legacy Advisors first reported a position in ZBH in Q4 2022 and has held it in 15 quarters since. The position peaked at $237K in Q2 2023. 910 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Tanglewood Legacy Advisors held 1,631 shares of Zimmer Biomet worth $140K as of Q2 2026.
  • Tanglewood Legacy Advisors left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.05% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #114 holding.
  • Tanglewood Legacy Advisors first reported a position in Zimmer Biomet in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's Zimmer Biomet position peaked at $237K in Q2 2023.
  • 910 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.