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LRI Investments’s Zimmer Biomet ZBH Stock Holding History

LRI Investments’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 		$117K Sell
1,362
-392
-22% -$34.4K 0.01% 424
2026
Q1 		$159K Sell
1,754
-154
-8% -$14.1K 0.01% 322
2025
Q4 		$172K Buy
1,908
+303
+19% +$28.7K 0.01% 314
2025
Q3 		$158K Buy
1,605
+67
+4% +$6.64K 0.01% 334
2025
Q2 		$140K Buy
1,538
+444
+41% +$42.9K 0.01% 358
2025
Q1 		$124K Buy
1,094
+248
+29% +$26.5K 0.01% 367
2024
Q4 		$89.4K Sell
846
-248
-23% -$26.6K 0.01% 431
2024
Q3 		$119K Buy
1,094
+579
+112% +$63.2K 0.01% 375
2024
Q2 		$55.9K Hold
515
– – 0.01% 466
2024
Q1 		$68K Buy
+515
New +$64.3K 0.02% 243

Other funds holding ZBH

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LRI Investments's ZBH Position: Q2 2026 in Review

LRI Investments reduced its Zimmer Biomet (ZBH) stake by 22% in Q2 2026, selling an estimated $34.4K and leaving 1,362 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #424.

LRI Investments first reported a position in ZBH in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q4 2025. 132 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • LRI Investments held 1,362 shares of Zimmer Biomet worth $117K as of Q2 2026.
  • LRI Investments sold 392 Zimmer Biomet shares in Q2 2026, an estimated $34.4K.
  • Zimmer Biomet made up 0.01% of LRI Investments's portfolio in Q2 2026, its #424 holding.
  • LRI Investments first reported a position in Zimmer Biomet in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Zimmer Biomet position peaked at $172K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.