Caprock Group’s Zimmer Biomet ZBH Stock Holding History

Caprock Group’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	$775K	Buy	8,982 +1,150	+15%	+$101K	0.01%	706
2026 Q1	$711K	Buy	+7,832	New	+$719K	0.02%	642
2024 Q4	–	Sell	-1,861	Closed	-$201K	–	1057
2024 Q3	$201K	Sell	1,861 -3,976	-68%	-$434K	0.01%	847
2024 Q2	$635K	Buy	5,837 +2,199	+60%	+$259K	0.03%	477
2024 Q1	$481K	Buy	3,638 +1,076	+42%	+$134K	0.03%	424
2023 Q4	$312K	Buy	+2,562	New	+$286K	0.02%	521
2023 Q3	–	Sell	-2,866	Closed	-$396K	–	693
2023 Q2	$396K	Buy	+2,866	New	+$389K	0.03%	429
2022 Q2	–	Sell	-1,706	Closed	-$219K	–	641
2022 Q1	$219K	Buy	+1,706	New	+$206K	0.02%	541
2021 Q3	–	Sell	-4,144	Closed	-$648K	–	575
2021 Q2	$648K	Buy	+4,144	New	+$671K	0.06%	225
2017 Q4	–	Sell	-2,100	Closed	-$239K	–	500
2017 Q3	$239K	Sell	2,100 -462	-18%	-$53.3K	0.05%	361
2017 Q2	$320K	Buy	+2,562	New	+$304K	0.07%	264

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caprock Group's ZBH Position: Q2 2026 in Review

Caprock Group increased its Zimmer Biomet (ZBH) stake by 15% in Q2 2026, buying an estimated $101K and bringing the position to 8,982 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #706.

Caprock Group first reported a position in ZBH in Q2 2017 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Caprock Group held 8,982 shares of Zimmer Biomet worth $775K as of Q2 2026.
Caprock Group bought 1,150 Zimmer Biomet shares in Q2 2026, an estimated $101K.
Zimmer Biomet made up 0.01% of Caprock Group's portfolio in Q2 2026, its #706 holding.
Caprock Group first reported a position in Zimmer Biomet in Q2 2017 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.