Position in ZBH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$283,236
-$15,602 QoQ
Shares Held
3,290
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#543
of 899 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. ZBH ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in ZBH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,236 | 3,290 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $298,838 | 3,305 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $303,480 | 3,375 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $342,386 | 3,476 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $270,984 | 2,971 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $378,700 | 3,346 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $283,722 | 2,686 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $282,181 | 2,614 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $231,820 | 2,136 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $286,792 | 2,173 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $252,040 | 2,071 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $358,430 | 3,194 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $461,988 | 3,173 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $227,262 | 1,759 | Shares | Defined | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||