Position in ZBH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,443
-$173 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#833
of 902 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $917,964 across 9 Medical Devices names. ZBH ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
6,756 | $613,039 | |
| 2 | DXCM |
Dexcom Inc
|
1,860 | $125,271 | |
| 3 | EW |
Edwards Lifesciences Corp
|
818 | $73,996 | |
| 4 | MDT |
Medtronic plc
|
652 | $51,005 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
514 | $32,901 | |
| 6 | BSX |
Boston Scientific Corp
|
295 | $12,590 | |
| 7 | SYK |
Stryker Corp
|
18 | $5,667 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
40 | $3,443 |
All Filings in ZBH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,443 | 40 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,616 | 40 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,596 | 40 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,940 | 40 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,648 | 40 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,527 | 40 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,225 | 40 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,318 | 40 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,341 | 40 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $5,279 | 40 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $4,868 | 40 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $4,488 | 40 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $5,824 | 40 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $5,168 | 40 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $66,187 | 630 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $63,950 | 500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $67,458 | 531 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $77,717 | 531 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $85,395 | 531 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $85,002 | 531 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $77,044 | 500 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $68,070 | 500 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $59,680 | 500 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $50,539 | 500 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||