Capital Advisors Ltd
ZBH icon

Capital Advisors Ltd’s Zimmer Biomet ZBH Stock Holding History

Capital Advisors Ltd’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 		$11K Buy
122
+47
+63% +$4.45K ﹤0.01% 878
2026
Q2 		$6K Hold
75
– – ﹤0.01% 950
2026
Q1 		$7K Hold
75
– – ﹤0.01% 906
2025
Q4 		$7K Sell
75
-122
-62% -$11.6K ﹤0.01% 893
2025
Q3 		$19K Buy
197
+14
+8% +$1.39K ﹤0.01% 667
2025
Q2 		$17K Buy
183
+100
+120% +$9.7K ﹤0.01% 676
2025
Q1 		$9K Sell
83
-59
-42% -$6.31K ﹤0.01% 815
2024
Q4 		$15K Buy
142
+67
+89% +$7.19K ﹤0.01% 691
2024
Q3 		$8K Sell
75
-3
-4% -$327 ﹤0.01% 838
2024
Q2 		$8K Sell
78
-6
-7% -$707 ﹤0.01% 810
2024
Q1 		$11K Buy
84
+5
+6% +$625 ﹤0.01% 705
2023
Q4 		$10K Buy
79
+1
+1% +$112 ﹤0.01% 697
2023
Q3 		$9K Sell
78
-17
-18% -$2.16K ﹤0.01% 713
2023
Q2 		$14K Buy
95
+1
+1% +$136 ﹤0.01% 637
2023
Q1 		$12K Buy
94
+15
+19% +$1.88K ﹤0.01% 533
2022
Q4 		$10K Buy
79
+52
+193% +$6.03K ﹤0.01% 568
2022
Q3 		$3K Buy
+27
New +$2.96K ﹤0.01% 788
2022
Q2 		– Sell
-100
Closed -$13K – 1372
2022
Q1 		$13K Buy
100
+2
+2% +$241 ﹤0.01% 495
2021
Q4 		$12K Buy
+98
New +$12.8K ﹤0.01% 506

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Capital Advisors Ltd's ZBH Position: Q3 2026 in Review

Capital Advisors Ltd increased its Zimmer Biomet (ZBH) stake by 63% in Q3 2026, buying an estimated $4.45K and bringing the position to 122 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Capital Advisors Ltd first reported a position in ZBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $19K in Q3 2025. 778 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Capital Advisors Ltd held 122 shares of Zimmer Biomet worth $11K as of Q3 2026.
  • Capital Advisors Ltd bought 47 Zimmer Biomet shares in Q3 2026, an estimated $4.45K.
  • Zimmer Biomet made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #878 holding.
  • Capital Advisors Ltd first reported a position in Zimmer Biomet in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Zimmer Biomet position peaked at $19K in Q3 2025.
  • 778 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.