Position in ZBH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,582
-$130 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#851
of 902 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $304,514 across 8 Medical Devices names. ZBH ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EW |
Edwards Lifesciences Corp
|
870 | $78,700 | |
| 2 | MDT |
Medtronic plc
|
774 | $60,550 | |
| 3 | ABT |
Abbott Laboratories
|
657 | $59,616 | |
| 4 | SYK |
Stryker Corp
|
170 | $53,522 | |
| 5 | PHG |
Koninklijke Philips NV
|
954 | $25,939 | |
| 6 | PROF |
Profound Medical Corp.
|
2,000 | $13,300 | |
| 7 | GEHC |
GE HealthCare Technologies Inc.
|
161 | $10,305 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
30 | $2,582 |
All Filings in ZBH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,582 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,712 | 30 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $2,697 | 30 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,955 | 30 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,736 | 30 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,395 | 30 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,168 | 30 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,238 | 30 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $3,255 | 30 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,959 | 30 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,651 | 30 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,162 | 46 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,697 | 46 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $5,943 | 46 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,865 | 46 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,809 | 46 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,358 | 51 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,615 | 83 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $10,544 | 83 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $12,147 | 83 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $13,348 | 83 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,284 | 58 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $8,012 | 52 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||