Wealthspire Advisors (New York)’s Zimmer Biomet ZBH Stock Holding History

Wealthspire Advisors (New York)’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	$912K	Sell	10,088 -799	-7%	-$73.3K	0.01%	425
2025 Q4	$979K	Buy	10,887 +757	+7%	+$71.8K	0.01%	432
2025 Q3	$998K	Buy	10,130 +2,568	+34%	+$254K	0.01%	395
2025 Q2	$690K	Sell	7,562 -83	-1%	-$8.03K	﹤0.01%	460
2025 Q1	$865K	Buy	7,645 +44	+0.6%	+$4.71K	0.01%	404
2024 Q4	$803K	Sell	7,601 -1,137	-13%	-$122K	0.01%	416
2024 Q3	$943K	Buy	8,738 +194	+2%	+$21.2K	0.01%	381
2024 Q2	$927K	Buy	8,544 +1,020	+14%	+$120K	0.01%	325
2024 Q1	$993K	Sell	7,524 -540	-7%	-$67.5K	0.01%	317
2023 Q4	$981K	Buy	8,064 +488	+6%	+$54.5K	0.01%	313
2023 Q3	$850K	Buy	+7,576	New	+$962K	0.01%	305
2021 Q4	–	Sell	-1,758	Closed	-$250K	–	635
2021 Q3	$250K	Buy	+1,758	New	+$259K	0.01%	498
2021 Q2	–	Sell	-2,237	Closed	-$348K	–	684
2021 Q1	$348K	Buy	2,237 +821	+58%	+$127K	0.01%	509
2020 Q4	$212K	Buy	+1,416	New	+$200K	0.01%	536
2019 Q1	–	Sell	-140	Closed	-$14K	–	826
2018 Q4	$14K	Buy	+140	New	+$15.7K	﹤0.01%	427

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZBH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Zimmer Biomet (ZBH) stake by 7.3% in Q1 2026, selling an estimated $73.3K and leaving 10,088 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #425.

Wealthspire Advisors (New York) first reported a position in ZBH in Q4 2018 and has held it in 15 quarters since. The position peaked at $998K in Q3 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Wealthspire Advisors (New York) held 10,088 shares of Zimmer Biomet worth $912K as of Q1 2026.
Wealthspire Advisors (New York) sold 799 Zimmer Biomet shares in Q1 2026, an estimated $73.3K.
Zimmer Biomet made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #425 holding.
Wealthspire Advisors (New York) first reported a position in Zimmer Biomet in Q4 2018 and has held it in 15 quarters since.
Wealthspire Advisors (New York)'s Zimmer Biomet position peaked at $998K in Q3 2025.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.