LOPW
ZBH icon

Live Oak Private Wealth’s Zimmer Biomet ZBH Stock Holding History

Live Oak Private Wealth’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
-56,915
Closed -$5.15M – 217
2026
Q1 		$5.15M Buy
56,915
+4,310
+8% +$396K 0.72% 51
2025
Q4 		$4.73M Sell
52,605
-4,834
-8% -$458K 0.64% 50
2025
Q3 		$5.66M Buy
57,439
+3,462
+6% +$343K 0.79% 49
2025
Q2 		$4.92M Buy
53,977
+622
+1% +$60.1K 0.73% 50
2025
Q1 		$6.04M Buy
53,355
+5,369
+11% +$574K 0.98% 39
2024
Q4 		$5.07M Sell
47,986
-3,994
-8% -$429K 0.85% 47
2024
Q3 		$5.61M Buy
51,980
+500
+1% +$54.6K 0.91% 45
2024
Q2 		$5.59M Buy
51,480
+804
+2% +$94.8K 0.96% 44
2024
Q1 		$6.69M Buy
50,676
+3,505
+7% +$438K 1.16% 34
2023
Q4 		$5.74M Sell
47,171
-10,018
-18% -$1.12M 1.08% 41
2023
Q3 		$6.42M Buy
57,189
+776
+1% +$98.5K 1.37% 31
2023
Q2 		$8.21M Buy
56,413
+189
+0.3% +$25.7K 1.63% 20
2023
Q1 		$7.26M Buy
56,224
+2,751
+5% +$345K 1.5% 27
2022
Q4 		$6.82M Sell
53,473
-2,889
-5% -$335K 1.41% 30
2022
Q3 		$5.89M Sell
56,362
-889
-2% -$97.6K 1.32% 30
2022
Q2 		$6.01M Buy
57,251
+3,926
+7% +$466K 1.27% 28
2022
Q1 		$6.82M Buy
53,325
+2,777
+5% +$335K 1.32% 26
2021
Q4 		$6.24M Buy
50,548
+1,183
+2% +$155K 1.17% 34
2021
Q3 		$7.01M Buy
+49,365
New +$7.26M 1.42% 20

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

Live Oak Private Wealth's ZBH Position: Q2 2026 in Review

Live Oak Private Wealth sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 56,915 shares — an estimated $5.15M sold.

Live Oak Private Wealth first reported a position in ZBH in Q3 2021 and held it in 19 quarters. The position peaked at $8.21M in Q2 2023. 908 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Live Oak Private Wealth reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Live Oak Private Wealth sold 56,915 Zimmer Biomet shares in Q2 2026, an estimated $5.15M.
  • Live Oak Private Wealth first reported a position in Zimmer Biomet in Q3 2021 and held it in 19 quarters.
  • Live Oak Private Wealth's Zimmer Biomet position peaked at $8.21M in Q2 2023.
  • 908 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.