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Cape Investment Advisory’s Zimmer Biomet ZBH Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-51
Closed -$4.59K – 1251
2025
Q4 		$4.59K Buy
51
+1
+2% +$95 ﹤0.01% 930
2025
Q3 		$4.92K Sell
50
-1
-2% -$99 ﹤0.01% 524
2025
Q2 		$4.65K Sell
51
-49
-49% -$4.74K ﹤0.01% 777
2025
Q1 		$11.3K Hold
100
– – ﹤0.01% 579
2024
Q4 		$10.6K Sell
100
-9
-8% -$966 ﹤0.01% 575
2024
Q3 		$11.8K Buy
109
+58
+114% +$6.33K ﹤0.01% 536
2024
Q2 		$5.54K Sell
51
-120
-70% -$14.1K ﹤0.01% 641
2024
Q1 		$22.6K Buy
171
+26
+18% +$3.25K 0.01% 425
2023
Q4 		$17.6K Sell
145
-36
-20% -$4.02K 0.01% 557
2023
Q3 		$20.3K Hold
181
– – 0.01% 441
2023
Q2 		$26.4K Buy
181
+41
+29% +$5.57K 0.01% 395
2023
Q1 		$18.1K Buy
+140
New +$17.6K 0.01% 435

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's ZBH Position: Q1 2026 in Review

Cape Investment Advisory sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 51 shares — an estimated $4.59K sold.

Cape Investment Advisory first reported a position in ZBH in Q1 2023 and held it in 12 quarters. The position peaked at $26.4K in Q2 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Cape Investment Advisory reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 51 Zimmer Biomet shares in Q1 2026, an estimated $4.59K.
  • Cape Investment Advisory first reported a position in Zimmer Biomet in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Zimmer Biomet position peaked at $26.4K in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.