Wealth Enhancement Advisory Services
ZBH icon

Wealth Enhancement Advisory Services’s Zimmer Biomet ZBH Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.2M Buy
74,825
+6,106
+9% +$535K 0.01% 1275
2026
Q1 		$2.7M Buy
68,719
+35,992
+110% +$3.3M 0.01% 1232
2025
Q4 		$3.22M Sell
32,727
-15,033
-31% -$1.43M ﹤0.01% 1246
2025
Q3 		$4.73M Buy
47,760
+492
+1% +$48.8K 0.01% 981
2025
Q2 		$4.43M Buy
47,268
+30,007
+174% +$2.9M 0.01% 955
2025
Q1 		$1.95M Sell
17,261
-1,092
-6% -$117K ﹤0.01% 1255
2024
Q4 		$1.94M Buy
18,353
+3,681
+25% +$395K ﹤0.01% 1207
2024
Q3 		$1.58M Buy
14,672
+1,835
+14% +$200K ﹤0.01% 1170
2024
Q2 		$1.39M Sell
12,837
-2,509
-16% -$296K ﹤0.01% 1140
2024
Q1 		$2.03M Buy
15,346
+2,820
+23% +$352K 0.01% 940
2023
Q4 		$1.52M Sell
12,526
-487
-4% -$54.3K ﹤0.01% 995
2023
Q3 		$1.46M Buy
+13,013
New +$1.65M ﹤0.01% 967

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's ZBH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Zimmer Biomet (ZBH) stake by 8.9% in Q2 2026, buying an estimated $535K and bringing the position to 74,825 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1275.

Wealth Enhancement Advisory Services first reported a position in ZBH in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.73M in Q3 2025. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Wealth Enhancement Advisory Services held 74,825 shares of Zimmer Biomet worth $3.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,106 Zimmer Biomet shares in Q2 2026, an estimated $535K.
  • Zimmer Biomet made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1275 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zimmer Biomet in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Zimmer Biomet position peaked at $4.73M in Q3 2025.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.