Western Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Western Wealth Management’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	$503K	Buy	5,838 +21	+0.4%	+$1.84K	0.02%	667
2026 Q1	$526K	Sell	5,817 -13	-0.2%	-$1.19K	0.02%	627
2025 Q4	$524K	Buy	5,830 +2,579	+79%	+$245K	0.02%	506
2025 Q3	$320K	Buy	3,251 +17	+0.5%	+$1.69K	0.02%	577
2025 Q2	$295K	Sell	3,234 -15	-0.5%	-$1.45K	0.02%	557
2025 Q1	$368K	Buy	3,249 +45	+1%	+$4.81K	0.02%	466
2024 Q4	$338K	Sell	3,204 -700	-18%	-$75.1K	0.02%	571
2024 Q3	$421K	Sell	3,904 -15	-0.4%	-$1.64K	0.02%	506
2024 Q2	$425K	Sell	3,919 -374	-9%	-$44.1K	0.03%	407
2024 Q1	$567K	Sell	4,293 -14	-0.3%	-$1.75K	0.04%	340
2023 Q4	$524K	Buy	4,307 +23	+0.5%	+$2.57K	0.04%	403
2023 Q3	$481K	Buy	+4,284	New	+$544K	0.04%	396
2022 Q4	–	Sell	-2,707	Closed	-$284K	–	811
2022 Q3	$284K	Sell	2,707 -76	-3%	-$8.34K	0.02%	649
2022 Q2	$294K	Sell	2,783 -184	-6%	-$21.8K	0.02%	623
2022 Q1	$380K	Buy	2,967 +1,312	+79%	+$158K	0.02%	608
2021 Q4	$205K	Buy	+1,655	New	+$217K	0.02%	578
2021 Q2	$252K	Buy	1,616 +41	+3%	+$6.64K	0.03%	543
2021 Q1	$245K	Buy	1,575 +44	+3%	+$6.82K	0.03%	459
2020 Q4	$229K	Buy	+1,531	New	+$216K	0.03%	415

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Western Wealth Management's ZBH Position: Q2 2026 in Review

Western Wealth Management increased its Zimmer Biomet (ZBH) stake by 0.36% in Q2 2026, buying an estimated $1.84K and bringing the position to 5,838 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #667.

Western Wealth Management first reported a position in ZBH in Q4 2020 and has held it in 19 quarters since. The position peaked at $567K in Q1 2024. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Western Wealth Management held 5,838 shares of Zimmer Biomet worth $503K as of Q2 2026.
Western Wealth Management bought 21 Zimmer Biomet shares in Q2 2026, an estimated $1.84K.
Zimmer Biomet made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #667 holding.
Western Wealth Management first reported a position in Zimmer Biomet in Q4 2020 and has held it in 19 quarters since.
Western Wealth Management's Zimmer Biomet position peaked at $567K in Q1 2024.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.