Institute for Wealth Management, LLC.
Position in ZBH — Zimmer Biomet Holdings, Inc.
CIK 1533954
DENVER, CO
Position in ZBH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,800
New position
Shares Held
230
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#722
of 902 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Devices
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. ZBH ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,882 | $533,732 | |
| 2 | EW |
Edwards Lifesciences Corp
|
5,010 | $453,204 | |
| 3 | SYK |
Stryker Corp
|
695 | $218,813 | |
| 4 | BSX |
Boston Scientific Corp
|
3,454 | $147,416 | |
| 5 | MDT |
Medtronic plc
|
1,819 | $142,300 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,913 | $122,451 | |
| 7 | STE |
STERIS plc
|
106 | $22,320 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
230 | $19,800 |
All Filings in ZBH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,800 | 230 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||