CFG
ZBH icon

Clayton Financial Group’s Zimmer Biomet ZBH Stock Holding History

Clayton Financial 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 		– Sell
-525
Closed -$47.5K – 589
2026
Q1 		$47.5K Buy
525
+12
+2% +$1.1K 0.02% 145
2025
Q4 		$46.1K Buy
513
+24
+5% +$2.28K 0.02% 147
2025
Q3 		$48.2K Buy
+489
New +$48.5K 0.04% 99

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clayton Financial Group's ZBH Position: Q2 2026 in Review

Clayton Financial Group sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 525 shares — an estimated $47.5K sold.

Clayton Financial Group first reported a position in ZBH in Q3 2025 and held it in 3 quarters. The position peaked at $48.2K in Q3 2025. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Clayton Financial Group reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 525 Zimmer Biomet shares in Q2 2026, an estimated $47.5K.
  • Clayton Financial Group first reported a position in Zimmer Biomet in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Zimmer Biomet position peaked at $48.2K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.