Brookstone Capital Management’s Zimmer Biomet ZBH Stock Holding History

Brookstone Capital Management’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 Q3	$589K	Sell	6,636 -1,579	-19%	-$150K	0.01%	879
2026 Q2	$707K	Sell	8,215 -413	-5%	-$36.2K	0.01%	820
2026 Q1	$780K	Sell	8,628 -505	-6%	-$46.3K	0.01%	718
2025 Q4	$821K	Sell	9,133 -217	-2%	-$20.6K	0.01%	692
2025 Q3	$921K	Buy	9,350 +123	+1%	+$12.2K	0.01%	633
2025 Q2	$842K	Buy	9,227 +644	+8%	+$62.3K	0.01%	609
2025 Q1	$971K	Buy	8,583 +2	+0%	+$214	0.01%	563
2024 Q4	$906K	Buy	8,581 +2,193	+34%	+$235K	0.01%	557
2024 Q3	$690K	Buy	6,388 +322	+5%	+$35.1K	0.01%	608
2024 Q2	$674K	Sell	6,066 -528	-8%	-$62.2K	0.01%	580
2024 Q1	$870K	Sell	6,594 -122	-2%	-$15.2K	0.02%	520
2023 Q4	$817K	Buy	6,716 +361	+6%	+$40.3K	0.02%	498
2023 Q3	$666K	Sell	6,355 -32,571	-84%	-$4.14M	0.01%	512
2023 Q2	$5.48M	Buy	38,926 +8,115	+26%	+$1.1M	0.11%	184
2023 Q1	$4.11M	Buy	30,811 +7,541	+32%	+$947K	0.08%	219
2022 Q4	$2.93M	Buy	23,270 +4,732	+26%	+$549K	0.06%	242
2022 Q3	$1.98M	Buy	18,538 +5,429	+41%	+$596K	0.05%	287
2022 Q2	$1.38M	Buy	13,109 +1,837	+16%	+$218K	0.03%	351
2022 Q1	$1.43M	Sell	11,272 -2,084	-16%	-$251K	0.03%	334
2021 Q4	$1.66M	Buy	13,356 +6,477	+94%	+$848K	0.03%	299
2021 Q3	$954K	Buy	6,879 +2,228	+48%	+$328K	0.02%	389
2021 Q2	$709K	Buy	4,651 +113	+2%	+$18.3K	0.01%	423
2021 Q1	$705K	Buy	4,538 +47	+1%	+$7.28K	0.03%	298
2020 Q4	$672K	Buy	4,491 +87	+2%	+$12.3K	0.03%	295
2020 Q3	$582K	Sell	4,404 -319	-7%	-$41.7K	0.03%	251
2020 Q2	$547K	Buy	4,723 +242	+5%	+$27.9K	0.03%	226
2020 Q1	$440K	Buy	4,481 +4	+0.1%	+$524	0.03%	223
2019 Q4	$651K	Buy	4,477 +78	+2%	+$10.8K	0.03%	249
2019 Q3	$586K	Buy	+4,399	New	+$568K	0.03%	244
2015 Q4	–	Sell	-167	Closed	-$15K	–	897
2015 Q3	$15K	Sell	167 -41	-20%	-$4.11K	﹤0.01%	921
2015 Q2	$22K	Buy	+208	New	+$23K	﹤0.01%	820

Other funds holding ZBH

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management's ZBH Position: Q3 2026 in Review

Brookstone Capital Management reduced its Zimmer Biomet (ZBH) stake by 19% in Q3 2026, selling an estimated $150K and leaving 6,636 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #879.

Brookstone Capital Management first reported a position in ZBH in Q2 2015 and has held it in 31 quarters since. The position peaked at $5.48M in Q2 2023. 678 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

Brookstone Capital Management held 6,636 shares of Zimmer Biomet worth $589K as of Q3 2026.
Brookstone Capital Management sold 1,579 Zimmer Biomet shares in Q3 2026, an estimated $150K.
Zimmer Biomet made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #879 holding.
Brookstone Capital Management first reported a position in Zimmer Biomet in Q2 2015 and has held it in 31 quarters since.
Brookstone Capital Management's Zimmer Biomet position peaked at $5.48M in Q2 2023.
678 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.