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Alan B. Lancz & Associates’s Zimmer Biomet ZBH Stock Holding History

Alan B. Lancz & Associates’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$310K Hold
3,600
– – 0.27% 97
2026
Q1 		$326K Hold
3,600
– – 0.32% 89
2025
Q4 		$324K Buy
3,600
+450
+14% +$42.7K 0.28% 86
2025
Q3 		$310K Buy
3,150
+650
+26% +$64.4K 0.28% 94
2025
Q2 		$228K Buy
+2,500
New +$242K 0.23% 118
2023
Q2 		– Sell
-1,050
Closed -$136K – 183
2023
Q1 		$136K Hold
1,050
– – 0.14% 162
2022
Q4 		$130K Buy
+1,050
New +$122K 0.13% 185

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alan B. Lancz & Associates's ZBH Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 3,600 shares worth $310K. The position accounts for 0.27% of the portfolio, ranked #97.

Alan B. Lancz & Associates first reported a position in ZBH in Q4 2022 and has held it in 7 quarters since. The position peaked at $326K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Alan B. Lancz & Associates held 3,600 shares of Zimmer Biomet worth $310K as of Q2 2026.
  • Alan B. Lancz & Associates left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.27% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #97 holding.
  • Alan B. Lancz & Associates first reported a position in Zimmer Biomet in Q4 2022 and has held it in 7 quarters since.
  • Alan B. Lancz & Associates's Zimmer Biomet position peaked at $326K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.