Roberts Wealth Advisors, LLC
- SEC CIK
- 0001885319
- Latest filing
- Jul 29, 2026
ZBH holding history
Zimmer Biomet Holdings, Inc. in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ZBH overviewAll 13F holders of ZBHFull Q2 2026 holdings
- Shares (Q2 2026)
- 24,436
- Value
- $2.10M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 24,436 | $2.10M | 0.5% | +5,231+27.2% | Added | Holders |
| Q1 2026 | 19,205 | $1.74M | 0.4% | +1,137+6.3% | Added | Holders |
| Q4 2025 | 18,068 | $1.62M | 0.4% | −1,392−7.2% | Reduced | Holders |
| Q3 2025 | 19,460 | $1.92M | 0.5% | +208+1.1% | Added | Holders |
| Q2 2025 | 19,252 | $1.76M | 0.5% | +755+4.1% | Added | Holders |
| Q1 2025 | 18,497 | $2.09M | 0.6% | +152+0.8% | Added | Holders |
| Q4 2024 | 18,345 | $1.95M | 0.6% | +18,345 | New | Holders |