Trace Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Trace 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 Q2	–	Sell	-2,300	Closed	-$208K	–	72
2026 Q1	$208K	Hold	2,300	–	–	0.16%	62
2025 Q4	$207K	Hold	2,300	–	–	0.15%	67
2025 Q3	$227K	Hold	2,300	–	–	0.17%	63
2025 Q2	$210K	Hold	2,300	–	–	0.17%	55
2025 Q1	$260K	Hold	2,300	–	–	0.23%	50
2024 Q4	$243K	Buy	+2,300	New	+$247K	0.22%	52

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trace Wealth Advisors's ZBH Position: Q2 2026 in Review

Trace Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 2,300 shares — an estimated $208K sold.

Trace Wealth Advisors first reported a position in ZBH in Q4 2024 and held it in 6 quarters. The position peaked at $260K in Q1 2025. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Trace Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
Trace Wealth Advisors sold 2,300 Zimmer Biomet shares in Q2 2026, an estimated $208K.
Trace Wealth Advisors first reported a position in Zimmer Biomet in Q4 2024 and held it in 6 quarters.
Trace Wealth Advisors's Zimmer Biomet position peaked at $260K in Q1 2025.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.