Capstone Investment Advisors
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Capstone Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Capstone Investment Advisors’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
-2,300
Closed -$207K – 1889
2025
Q4 		$207K Sell
2,300
-1,800
-44% -$171K ﹤0.01% 1493
2025
Q3 		$404K Buy
+4,100
New +$406K ﹤0.01% 1513
2025
Q2 		– Sell
-5,900
Closed -$668K – 1762
2025
Q1 		$668K Sell
5,900
-2,000
-25% -$214K ﹤0.01% 1008
2024
Q4 		$834K Buy
7,900
+2,500
+46% +$268K ﹤0.01% 1135
2024
Q3 		$583K Sell
5,400
-900
-14% -$98.2K ﹤0.01% 1161
2024
Q2 		$684K Buy
6,300
+2,100
+50% +$248K ﹤0.01% 1148
2024
Q1 		$554K Sell
4,200
-2,300
-35% -$287K ﹤0.01% 1495
2023
Q4 		$791K Buy
6,500
+6,200
+2,067% +$692K ﹤0.01% 1142
2023
Q3 		$33.7K Sell
300
-500
-63% -$63.5K ﹤0.01% 2041
2023
Q2 		$116K Hold
800
– – ﹤0.01% 1675
2023
Q1 		$103K Buy
+800
New +$100K ﹤0.01% 1365
2022
Q4 		– Sell
-9,700
Closed -$1.01M – 1683
2022
Q3 		$1.01M Buy
9,700
+100
+1% +$11K 0.01% 1002
2022
Q2 		$1.01M Sell
9,600
-8,100
-46% -$961K ﹤0.01% 999
2022
Q1 		$2.26M Sell
17,700
-4,857
-22% -$585K 0.01% 993
2021
Q4 		$2.78M Buy
22,557
+7,313
+48% +$957K ﹤0.01% 1019
2021
Q3 		$2.17M Sell
15,244
-1,236
-8% -$182K ﹤0.01% 1160
2021
Q2 		$2.57M Buy
16,480
+5,356
+48% +$868K 0.01% 939
2021
Q1 		$1.73M Buy
11,124
+7,004
+170% +$1.08M 0.01% 975
2020
Q4 		$616K Buy
4,120
+3,811
+1,233% +$538K ﹤0.01% 1205
2020
Q3 		$41K Buy
+309
New +$40.4K ﹤0.01% 1363
2014
Q4 		– Sell
-1,854
Closed -$180K – 434
2014
Q3 		$180K Buy
+1,854
New +$182K ﹤0.01% 411

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

Capstone Investment Advisors's ZBH Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Zimmer Biomet (ZBH) stake by 46% in Q1 2026, selling an estimated $204K and leaving 2,591 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Capstone Investment Advisors first reported a position in ZBH in Q2 2014 and has held it in 24 quarters since. The position peaked at $5.05M in Q4 2021. 914 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Capstone Investment Advisors held 2,591 shares of Zimmer Biomet worth $234K as of Q1 2026.
  • Capstone Investment Advisors sold 2,220 Zimmer Biomet shares in Q1 2026, an estimated $204K.
  • Zimmer Biomet made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1474 holding.
  • Capstone Investment Advisors first reported a position in Zimmer Biomet in Q2 2014 and has held it in 24 quarters since.
  • Capstone Investment Advisors's Zimmer Biomet position peaked at $5.05M in Q4 2021.
  • 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

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