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Wilkerson Advisory Group’s Zimmer Biomet ZBH Stock Holding History

Wilkerson Advisory Group’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 		$8.61K Hold
100
– – ﹤0.01% 444
2026
Q1 		$9.04K Hold
100
– – ﹤0.01% 422
2025
Q4 		$8.99K Buy
+100
New +$9.48K ﹤0.01% 351

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's ZBH Position: Q2 2026 in Review

Wilkerson Advisory Group held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 100 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Wilkerson Advisory Group first reported a position in ZBH in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.04K in Q1 2026. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Wilkerson Advisory Group held 100 shares of Zimmer Biomet worth $8.61K as of Q2 2026.
  • Wilkerson Advisory Group left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #444 holding.
  • Wilkerson Advisory Group first reported a position in Zimmer Biomet in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Zimmer Biomet position peaked at $9.04K in Q1 2026.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.