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
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 $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

Tred Avon Family Wealth's ZBH Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Zimmer Biomet (ZBH) stake by 41% in Q1 2026, buying an estimated $85.8K and bringing the position to 3,243 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #222.

Tred Avon Family Wealth first reported a position in ZBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $316K in Q3 2025. 914 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Tred Avon Family Wealth held 3,243 shares of Zimmer Biomet worth $293K as of Q1 2026.
  • Tred Avon Family Wealth bought 935 Zimmer Biomet shares in Q1 2026, an estimated $85.8K.
  • Zimmer Biomet made up 0.1% of Tred Avon Family Wealth's portfolio in Q1 2026, its #222 holding.
  • Tred Avon Family Wealth first reported a position in Zimmer Biomet in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Zimmer Biomet position peaked at $316K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.