Planning Strategies Inc.’s Zimmer Biomet ZBH Stock Holding History

Planning Strategies Inc.’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	$3.53K	Buy	+41	New	+$3.6K	﹤0.01%	474

Other funds holding ZBH

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

CapitalatWork SA Auderghem $3.99B AUM

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

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

Eurizon Capital SGR SpA Milan $37.3B AUM

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

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

New York State Teachers Retirement System (NYSTRS)

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

Planning Strategies Inc.'s ZBH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Zimmer Biomet (ZBH) in Q2 2026: 41 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings.

310 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Planning Strategies Inc. held 41 shares of Zimmer Biomet worth $3.53K as of Q2 2026.
Zimmer Biomet was a new Planning Strategies Inc. position in Q2 2026.
Zimmer Biomet made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #474 holding.
310 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.