Carnegie Lake Advisors’s Zimmer Biomet ZBH Stock Holding History

Carnegie Lake 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	$359K	Hold	3,972	–	–	0.14%	127
2025 Q4	$357K	Hold	3,972	–	–	0.14%	125
2025 Q3	$391K	Hold	3,972	–	–	0.15%	117
2025 Q2	$362K	Sell	3,972 -1,824	-31%	-$176K	0.14%	119
2025 Q1	$656K	Hold	5,796	–	–	0.27%	87
2024 Q4	$612K	Hold	5,796	–	–	0.25%	89
2024 Q3	$626K	Buy	+5,796	New	+$633K	0.25%	92

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carnegie Lake Advisors's ZBH Position: Q1 2026 in Review

Carnegie Lake Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 3,972 shares worth $359K. The position accounts for 0.14% of the portfolio, ranked #127.

Carnegie Lake Advisors first reported a position in ZBH in Q3 2024 and has held it in 7 quarters since. The position peaked at $656K in Q1 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Carnegie Lake Advisors held 3,972 shares of Zimmer Biomet worth $359K as of Q1 2026.
Carnegie Lake Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up 0.14% of Carnegie Lake Advisors's portfolio in Q1 2026, its #127 holding.
Carnegie Lake Advisors first reported a position in Zimmer Biomet in Q3 2024 and has held it in 7 quarters since.
Carnegie Lake Advisors's Zimmer Biomet position peaked at $656K in Q1 2025.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.