Edgestream Partners’s Zimmer Biomet ZBH Stock Holding History

Edgestream Partners’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	$1.22M	Buy	13,469 +10,574	+365%	+$970K	0.04%	597
2025 Q4	$260K	Buy	+2,895	New	+$275K	0.01%	902
2025 Q1	–	Sell	-5,987	Closed	-$632K	–	1120
2024 Q4	$632K	Sell	5,987 -8,900	-60%	-$955K	0.03%	647
2024 Q3	$1.61M	Sell	14,887 -533	-3%	-$58.2K	0.07%	460
2024 Q2	$1.67M	Buy	+15,420	New	+$1.82M	0.08%	388
2024 Q1	–	Sell	-10,514	Closed	-$1.28M	–	1052
2023 Q4	$1.28M	Buy	+10,514	New	+$1.17M	0.09%	370
2022 Q1	–	Sell	-86,286	Closed	-$10.6M	–	658
2021 Q4	$10.6M	Buy	86,286 +84,830	+5,826%	+$11.1M	0.66%	25
2021 Q3	$207K	Buy	+1,456	New	+$214K	0.01%	470
2021 Q1	–	Sell	-7,577	Closed	-$1.13M	–	458
2020 Q4	$1.13M	Buy	+7,577	New	+$1.07M	0.06%	281
2020 Q3	–	Sell	-18,365	Closed	-$2.13M	–	374
2020 Q2	$2.13M	Buy	18,365 +2,481	+16%	+$286K	0.11%	195
2020 Q1	$1.56M	Buy	+15,884	New	+$2.08M	0.14%	162
2019 Q4	–	Sell	-1,542	Closed	-$205K	–	360
2019 Q3	$205K	Sell	1,542 -28,001	-95%	-$3.62M	0.02%	252
2019 Q2	$3.38M	Buy	+29,543	New	+$3.46M	0.38%	86
2019 Q1	–	Sell	-3,826	Closed	-$385K	–	305
2018 Q4	$385K	Buy	+3,826	New	+$430K	0.07%	190

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

Edgestream Partners's ZBH Position: Q1 2026 in Review

Edgestream Partners increased its Zimmer Biomet (ZBH) stake by 365% in Q1 2026, buying an estimated $970K and bringing the position to 13,469 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #597.

Edgestream Partners first reported a position in ZBH in Q4 2018 and has held it in 14 quarters since. The position peaked at $10.6M in Q4 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Edgestream Partners held 13,469 shares of Zimmer Biomet worth $1.22M as of Q1 2026.
Edgestream Partners bought 10,574 Zimmer Biomet shares in Q1 2026, an estimated $970K.
Zimmer Biomet made up 0.04% of Edgestream Partners's portfolio in Q1 2026, its #597 holding.
Edgestream Partners first reported a position in Zimmer Biomet in Q4 2018 and has held it in 14 quarters since.
Edgestream Partners's Zimmer Biomet position peaked at $10.6M in Q4 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.