TAFW
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Tred Avon Family Wealth’s Zimmer Biomet ZBH Stock Holding History

Tred Avon Family Wealth’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 		$367K Buy
4,262
+1,019
+31% +$89.3K 0.11% 206
2026
Q1 		$293K Buy
3,243
+935
+41% +$85.8K 0.1% 222
2025
Q4 		$208K Sell
2,308
-899
-28% -$85.2K 0.07% 250
2025
Q3 		$316K Buy
+3,207
New +$318K 0.11% 202

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's ZBH Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Zimmer Biomet (ZBH) stake by 31% in Q2 2026, buying an estimated $89.3K and bringing the position to 4,262 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #206.

Tred Avon Family Wealth first reported a position in ZBH in Q3 2025 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Tred Avon Family Wealth held 4,262 shares of Zimmer Biomet worth $367K as of Q2 2026.
  • Tred Avon Family Wealth bought 1,019 Zimmer Biomet shares in Q2 2026, an estimated $89.3K.
  • Zimmer Biomet made up 0.11% of Tred Avon Family Wealth's portfolio in Q2 2026, its #206 holding.
  • Tred Avon Family Wealth first reported a position in Zimmer Biomet in Q3 2025 and has held it in 4 quarters since.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.