True Wealth Design
ZBH icon

True Wealth Design’s Zimmer Biomet ZBH Stock Holding History

True Wealth Design’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
Q3 		$21.8K Buy
245
+24
+11% +$2.27K 0.01% 799
2026
Q2 		$19K Buy
221
+90
+69% +$7.89K ﹤0.01% 830
2026
Q1 		$11.8K Buy
131
+87
+198% +$7.98K ﹤0.01% 923
2025
Q4 		$3.95K Sell
44
-596
-93% -$56.5K ﹤0.01% 1190
2025
Q3 		$63K Buy
640
+172
+37% +$17K 0.02% 269
2025
Q2 		$42.7K Buy
468
+420
+875% +$40.6K 0.02% 225
2025
Q1 		$5.43K Sell
48
-218
-82% -$23.3K ﹤0.01% 657
2024
Q4 		$28.1K Buy
266
+40
+18% +$4.29K 0.01% 273
2024
Q3 		$24.4K Buy
226
+219
+3,129% +$23.9K 0.01% 297
2024
Q2 		$760 Buy
7
+1
+17% +$118 ﹤0.01% 576
2024
Q1 		$792 Buy
6
+3
+100% +$375 ﹤0.01% 519
2023
Q4 		$366 Hold
3
– – ﹤0.01% 561
2023
Q3 		$337 Hold
3
– – ﹤0.01% 528
2023
Q2 		$437 Hold
3
– – ﹤0.01% 482
2023
Q1 		$388 Hold
3
– – ﹤0.01% 588
2022
Q4 		$382 Buy
+3
New +$348 ﹤0.01% 524

Other funds holding ZBH

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's ZBH Position: Q3 2026 in Review

True Wealth Design increased its Zimmer Biomet (ZBH) stake by 11% in Q3 2026, buying an estimated $2.27K and bringing the position to 245 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #799.

True Wealth Design first reported a position in ZBH in Q4 2022 and has held it in 16 quarters since. The position peaked at $63K in Q3 2025. 161 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • True Wealth Design held 245 shares of Zimmer Biomet worth $21.8K as of Q3 2026.
  • True Wealth Design bought 24 Zimmer Biomet shares in Q3 2026, an estimated $2.27K.
  • Zimmer Biomet made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #799 holding.
  • True Wealth Design first reported a position in Zimmer Biomet in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Zimmer Biomet position peaked at $63K in Q3 2025.
  • 161 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.