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Callan Family Office’s Zimmer Biomet ZBH Stock Holding History

Callan Family Office’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 		$5.77M Sell
66,996
-1,654
-2% -$145K 0.11% 177
2026
Q1 		$6.21M Buy
68,650
+17,622
+35% +$1.62M 0.14% 157
2025
Q4 		$4.59M Sell
51,028
-7,166
-12% -$679K 0.1% 203
2025
Q3 		$5.73M Buy
58,194
+3,972
+7% +$394K 0.18% 127
2025
Q2 		$4.95M Buy
54,222
+36,059
+199% +$3.49M 0.16% 152
2025
Q1 		$2.06M Buy
18,163
+7,252
+66% +$776K 0.15% 125
2024
Q4 		$1.15M Buy
+10,911
New +$1.17M 0.07% 223

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 $3.38T AUM 44.17% 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

Callan Family Office's ZBH Position: Q2 2026 in Review

Callan Family Office reduced its Zimmer Biomet (ZBH) stake by 2.4% in Q2 2026, selling an estimated $145K and leaving 66,996 shares worth $5.77M. The position accounts for 0.11% of the portfolio, ranked #177.

Callan Family Office first reported a position in ZBH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.21M in Q1 2026. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Callan Family Office held 66,996 shares of Zimmer Biomet worth $5.77M as of Q2 2026.
  • Callan Family Office sold 1,654 Zimmer Biomet shares in Q2 2026, an estimated $145K.
  • Zimmer Biomet made up 0.11% of Callan Family Office's portfolio in Q2 2026, its #177 holding.
  • Callan Family Office first reported a position in Zimmer Biomet in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Zimmer Biomet position peaked at $6.21M in Q1 2026.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.