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Roberts Wealth Advisors, LLC → ZBH

Roberts Wealth Advisors, LLC ZBH Position History

Zimmer Biomet Holdings, Inc. • Healthcare

Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q4 2025$1.6M
Q1 2026$1.7M
Q2 2026$2.1M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M24.9K——
Q2 2026$2.1M24.4K——
Q1 2026$1.7M19.2K——
Q4 2025$1.6M18.1K——
Q3 2025$1.9M19.5K——

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