Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Zimmer Biomet ZBH Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-67,192
Closed -$6.62M – 1371
2025
Q3 		$6.62M Buy
67,192
+2,803
+4% +$278K 0.03% 408
2025
Q2 		$5.87M Buy
64,389
+1,320
+2% +$128K 0.03% 418
2025
Q1 		$7.14M Sell
63,069
-348
-0.5% -$37.2K 0.04% 336
2024
Q4 		$6.7M Sell
63,417
-116
-0.2% -$12.4K 0.03% 343
2024
Q3 		$6.66M Buy
63,533
+1,109
+2% +$121K 0.05% 297
2024
Q2 		$6.77M Sell
62,424
-1,392
-2% -$164K 0.06% 236
2024
Q1 		$8.42M Buy
63,816
+8,901
+16% +$1.11M 0.11% 142
2023
Q4 		$6.68M Sell
54,915
-604
-1% -$67.4K 0.11% 110
2023
Q3 		$6.23M Sell
55,519
-974
-2% -$124K 0.11% 108
2023
Q2 		$8.23M Sell
56,493
-425
-0.7% -$57.8K 0.12% 85
2023
Q1 		$7.35M Buy
56,918
+958
+2% +$120K 0.13% 100
2022
Q4 		$7.13M Sell
55,960
-223
-0.4% -$25.9K 0.14% 103
2022
Q3 		$5.87M Sell
56,183
-127
-0.2% -$13.9K 0.14% 107
2022
Q2 		$5.92M Sell
56,310
-201
-0.4% -$23.8K 0.13% 119
2022
Q1 		$7.23M Buy
56,511
+14,362
+34% +$1.73M 0.14% 110
2021
Q4 		$6.31M Sell
42,149
-640
-1% -$83.8K 0.15% 101
2021
Q3 		$6.08M Sell
42,789
-159
-0.4% -$23.4K 0.12% 126
2021
Q2 		$6.71M Sell
42,948
-164
-0.4% -$26.6K 0.13% 119
2021
Q1 		$6.7M Buy
43,112
+963
+2% +$149K 0.16% 100
2020
Q4 		$6.31M Sell
42,149
-1,125
-3% -$159K 0.15% 98
2020
Q3 		$5.72M Sell
43,274
-316
-0.7% -$41.3K 0.16% 103
2020
Q2 		$5.05M Sell
43,590
-2,137
-5% -$246K 0.16% 103
2020
Q1 		$4.49M Sell
45,727
-2,314
-5% -$303K 0.16% 101
2019
Q4 		$6.98M Sell
48,041
-920
-2% -$127K 0.2% 79
2019
Q3 		$6.53M Sell
48,961
-808
-2% -$104K 0.21% 84
2019
Q2 		$5.69M Buy
49,769
+17
+0% +$1.99K 0.18% 89
2019
Q1 		$6.17M Sell
49,752
-76
-0.2% -$8.64K 0.2% 79
2018
Q4 		$5.02M Buy
+49,828
New +$5.6M 0.2% 84

Other funds holding ZBH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kovitz Investment Group Partners's ZBH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 67,192 shares — an estimated $6.62M sold.

Kovitz Investment Group Partners first reported a position in ZBH in Q4 2018 and held it in 28 quarters. The position peaked at $8.42M in Q1 2024. 947 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 67,192 Zimmer Biomet shares in Q4 2025, an estimated $6.62M.
  • Kovitz Investment Group Partners first reported a position in Zimmer Biomet in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Zimmer Biomet position peaked at $8.42M in Q1 2024.
  • 947 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.