Smallwood Wealth Investment Management, LLC
Position in ZBH — Zimmer Biomet Holdings, Inc.
CIK 1921304
RED BANK, NJ
Position in ZBH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,821
-$242 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#809
of 902 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $132,042 across 7 Medical Devices names. ZBH ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
611 | $47,798 | |
| 2 | ABT |
Abbott Laboratories
|
398 | $36,114 | |
| 3 | SYK |
Stryker Corp
|
106 | $33,373 | |
| 4 | GEHC |
GE HealthCare Technologies Inc.
|
85 | $5,440 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
56 | $4,821 | |
| 6 | PRCT |
PROCEPT BioRobotics Corp
|
150 | $3,387 | |
| 7 | BSX |
Boston Scientific Corp
|
26 | $1,109 |
All Filings in ZBH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,821 | 56 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,063 | 56 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,035 | 56 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,516 | 56 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,107 | 56 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $6,338 | 56 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||