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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Live Oak Private Wealth's ZBH Position: Q1 2026 in Review

Live Oak Private Wealth increased its Zimmer Biomet (ZBH) stake by 8.2% in Q1 2026, buying an estimated $396K and bringing the position to 56,915 shares worth $5.15M. The position accounts for 0.72% of the portfolio, ranked #51.

Live Oak Private Wealth first reported a position in ZBH in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.21M in Q2 2023. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Live Oak Private Wealth held 56,915 shares of Zimmer Biomet worth $5.15M as of Q1 2026.
  • Live Oak Private Wealth bought 4,310 Zimmer Biomet shares in Q1 2026, an estimated $396K.
  • Zimmer Biomet made up 0.72% of Live Oak Private Wealth's portfolio in Q1 2026, its #51 holding.
  • Live Oak Private Wealth first reported a position in Zimmer Biomet in Q3 2021 and has held it in 19 quarters since.
  • Live Oak Private Wealth's Zimmer Biomet position peaked at $8.21M in Q2 2023.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.