Unique Wealth Strategies’s Zimmer Biomet ZBH Stock Holding History

Unique Wealth Strategies’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	$330K	Buy	+3,836	New	+$336K	0.12%	179
2025 Q2	–	Sell	-4,351	Closed	-$492K	–	241
2025 Q1	$492K	Buy	4,351 +879	+25%	+$94K	0.22%	138
2024 Q4	$367K	Sell	3,472 -105	-3%	-$11.3K	0.16%	162
2024 Q3	$386K	Buy	3,577 +2,414	+208%	+$263K	0.16%	175
2024 Q2	$153K	Buy	+1,163	New	+$137K	0.07%	182

Other funds holding ZBH

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Unique Wealth Strategies's ZBH Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Zimmer Biomet (ZBH) in Q2 2026: 3,836 shares worth $330K. The stake represents 0.12% of the portfolio and ranks #179 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in ZBH as recently as Q1 2025.

Unique Wealth Strategies first reported a position in ZBH in Q2 2024 and has held it in 5 quarters since. The position peaked at $492K in Q1 2025. 194 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Unique Wealth Strategies held 3,836 shares of Zimmer Biomet worth $330K as of Q2 2026.
Zimmer Biomet was a new Unique Wealth Strategies position in Q2 2026.
Zimmer Biomet made up 0.12% of Unique Wealth Strategies's portfolio in Q2 2026, its #179 holding.
Unique Wealth Strategies first reported a position in Zimmer Biomet in Q2 2024 and has held it in 5 quarters since.
Unique Wealth Strategies's Zimmer Biomet position peaked at $492K in Q1 2025.
194 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.