Capstone Investment Advisors
ZBH icon

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 		$823K Buy
9,100
+1,900
+26% +$174K ﹤0.01% 924
2025
Q4 		$647K Sell
7,200
-2,700
-27% -$256K ﹤0.01% 1046
2025
Q3 		$975K Buy
9,900
+1,200
+14% +$119K ﹤0.01% 1038
2025
Q2 		$794K Sell
8,700
-9,100
-51% -$880K ﹤0.01% 937
2025
Q1 		$2.01M Sell
17,800
-7,100
-29% -$760K 0.01% 682
2024
Q4 		$2.63M Buy
24,900
+8,800
+55% +$944K 0.01% 761
2024
Q3 		$1.74M Sell
16,100
-2,200
-12% -$240K 0.01% 781
2024
Q2 		$1.99M Buy
18,300
+3,600
+24% +$424K 0.01% 725
2024
Q1 		$1.94M Sell
14,700
-3,800
-21% -$475K 0.01% 798
2023
Q4 		$2.25M Buy
18,500
+13,500
+270% +$1.51M 0.01% 765
2023
Q3 		$561K Buy
5,000
+2,400
+92% +$305K ﹤0.01% 1260
2023
Q2 		$379K Hold
2,600
– – ﹤0.01% 1294
2023
Q1 		$336K Buy
+2,600
New +$326K ﹤0.01% 1142
2022
Q4 		– Sell
-30,700
Closed -$3.21M – 1685
2022
Q3 		$3.21M Buy
30,700
+900
+3% +$98.8K 0.02% 553
2022
Q2 		$3.13M Sell
29,800
-40,100
-57% -$4.76M 0.02% 578
2022
Q1 		$8.94M Sell
69,900
-32,585
-32% -$3.93M 0.02% 499
2021
Q4 		$12.6M Sell
102,485
-15,553
-13% -$2.04M 0.02% 537
2021
Q3 		$16.8M Buy
118,038
+41,200
+54% +$6.06M 0.03% 467
2021
Q2 		$12M Buy
76,838
+40,582
+112% +$6.57M 0.03% 478
2021
Q1 		$5.63M Buy
36,256
+22,660
+167% +$3.51M 0.02% 619
2020
Q4 		$2.03M Buy
13,596
+12,154
+843% +$1.72M 0.01% 866
2020
Q3 		$191K Buy
+1,442
New +$188K ﹤0.01% 1286

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. 913 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.
  • 913 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.