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 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 $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

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

Trace Wealth Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 2,300 shares worth $208K. The position accounts for 0.16% of the portfolio, ranked #62.

Trace Wealth Advisors first reported a position in ZBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $260K in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Trace Wealth Advisors held 2,300 shares of Zimmer Biomet worth $208K as of Q1 2026.
Trace Wealth Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up 0.16% of Trace Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Trace Wealth Advisors first reported a position in Zimmer Biomet in Q4 2024 and has held it in 6 quarters since.
Trace Wealth Advisors's Zimmer Biomet position peaked at $260K in Q1 2025.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.