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HighPoint Advisor Group’s Zimmer Biomet ZBH Stock Holding History

HighPoint Advisor 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
Q1 		– Sell
-3,529
Closed -$317K – 1052
2025
Q4 		$317K Buy
3,529
+510
+17% +$48.4K 0.01% 823
2025
Q3 		$297K Buy
+3,019
New +$299K 0.01% 539
2024
Q2 		– Sell
-2,017
Closed -$241K – 640
2024
Q1 		$241K Sell
2,017
-303
-13% -$37.8K 0.02% 535
2023
Q4 		$297K Buy
+2,320
New +$259K 0.02% 472
2021
Q3 		$229K Sell
1,615
-480
-23% -$70.6K 0.02% 473
2021
Q2 		$327K Buy
2,095
+196
+10% +$31.7K 0.03% 383
2021
Q1 		$312K Buy
1,899
+8
+0.4% +$1.24K 0.04% 362
2020
Q4 		$292K Buy
1,891
+171
+10% +$24.2K 0.04% 356
2020
Q3 		$233K Buy
+1,720
New +$225K 0.04% 322
2020
Q1 		– Sell
-1,618
Closed -$234K – 404
2019
Q4 		$234K Hold
1,618
– – 0.05% 307
2019
Q3 		$226K Sell
1,618
-5
-0.3% -$646 0.05% 293
2019
Q2 		$193K Buy
+1,623
New +$190K 0.05% 315
2018
Q4 		– Sell
-1,677
Closed -$202K – 360
2018
Q3 		$202K Buy
+1,677
New +$199K 0.06% 299
2018
Q2 		– Sell
-2,037
Closed -$226K – 347
2018
Q1 		$226K Buy
2,037
+161
+9% +$18.7K 0.06% 287
2017
Q4 		$211K Sell
1,876
-38
-2% -$4.3K 0.06% 271
2017
Q3 		$209K Sell
1,914
-16
-0.8% -$1.85K 0.06% 259
2017
Q2 		$221K Hold
1,930
– – 0.07% 254
2017
Q1 		$221K Buy
+1,930
New +$219K 0.07% 254
2016
Q3 		– Sell
-1,777
Closed -$230K – 320
2016
Q2 		$230K Buy
+1,777
New +$201K 0.08% 239
2015
Q4 		– Sell
-8,016
Closed -$731K – 215
2015
Q3 		$731K Sell
8,016
-2,403
-23% -$241K 0.81% 47
2015
Q2 		$1.1M Buy
+10,419
New +$1.15M 1.71% 23

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

HighPoint Advisor Group's ZBH Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 3,529 shares — an estimated $317K sold.

HighPoint Advisor Group first reported a position in ZBH in Q2 2015 and held it in 21 quarters. The position peaked at $1.1M in Q2 2015. 914 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,529 Zimmer Biomet shares in Q1 2026, an estimated $317K.
  • HighPoint Advisor Group first reported a position in Zimmer Biomet in Q2 2015 and held it in 21 quarters.
  • HighPoint Advisor Group's Zimmer Biomet position peaked at $1.1M in Q2 2015.
  • 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.