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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
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% +$9.67K ﹤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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Capital Advisors Ltd's ZBH Position: Q2 2026 in Review

Capital Advisors Ltd held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 75 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Capital Advisors Ltd first reported a position in ZBH in Q4 2021 and has held it in 18 quarters since. The position peaked at $19K in Q3 2025. 132 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Capital Advisors Ltd held 75 shares of Zimmer Biomet worth $6K as of Q2 2026.
  • Capital Advisors Ltd left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #950 holding.
  • Capital Advisors Ltd first reported a position in Zimmer Biomet in Q4 2021 and has held it in 18 quarters since.
  • Capital Advisors Ltd's Zimmer Biomet position peaked at $19K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.