Marshall Wace’s Zimmer Biomet ZBH Stock Holding History

Marshall Wace’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	-7,245	Closed	-$651K	–	3741
2025 Q4	$651K	Sell	7,245 -294,725	-98%	-$27.9M	﹤0.01%	2130
2025 Q3	$29.7M	Buy	301,970 +52,487	+21%	+$5.2M	0.03%	497
2025 Q2	$22.8M	Sell	249,483 -98,367	-28%	-$9.51M	0.03%	542
2025 Q1	$39.4M	Buy	+347,850	New	+$37.2M	0.05%	336
2024 Q3	–	Sell	-56,000	Closed	-$6.08M	–	3024
2024 Q2	$6.08M	Buy	+56,000	New	+$6.6M	0.01%	928
2023 Q4	–	Sell	-153,159	Closed	-$17.2M	–	2673
2023 Q3	$17.2M	Buy	153,159 +109,559	+251%	+$13.9M	0.03%	487
2023 Q2	$6.35M	Sell	43,600 -115,655	-73%	-$15.7M	0.01%	921
2023 Q1	$20.6M	Buy	159,255 +153,676	+2,755%	+$19.3M	0.04%	460
2022 Q4	$711K	Buy	+5,579	New	+$647K	﹤0.01%	2221
2022 Q1	–	Sell	-10,245	Closed	-$1.26M	–	4128
2021 Q4	$1.26M	Sell	10,245 -57,491	-85%	-$7.52M	﹤0.01%	2355
2021 Q3	$9.63M	Buy	67,736 +42,327	+167%	+$6.23M	0.04%	583
2021 Q2	$3.97M	Sell	25,409 -61,212	-71%	-$9.92M	0.02%	983
2021 Q1	$13.5M	Sell	86,621 -120,417	-58%	-$18.7M	0.06%	327
2020 Q4	$31M	Buy	207,038 +37,996	+22%	+$5.37M	0.17%	121
2020 Q3	$22.3M	Buy	169,042 +38,110	+29%	+$4.98M	0.14%	153
2020 Q2	$15.2M	Sell	130,932 -123,559	-49%	-$14.2M	0.11%	204
2020 Q1	$25M	Sell	254,491 -147,095	-37%	-$19.3M	0.25%	89
2019 Q4	$58.4M	Buy	401,586 +177,500	+79%	+$24.5M	0.4%	45
2019 Q3	$29.9M	Buy	224,086 +60,089	+37%	+$7.76M	0.23%	96
2019 Q2	$18.7M	Buy	163,997 +148,540	+961%	+$17.4M	0.15%	139
2019 Q1	$1.92M	Buy	15,457 +10,898	+239%	+$1.24M	0.02%	751
2018 Q4	$459K	Sell	4,559 -8,712	-66%	-$980K	﹤0.01%	1135
2018 Q3	$1.69M	Buy	+13,271	New	+$1.58M	0.01%	713
2017 Q2	–	Sell	-11,870	Closed	-$1.41M	–	397
2017 Q1	$1.41M	Sell	11,870 -706,699	-98%	-$80.1M	0.07%	184
2016 Q4	$72M	Buy	718,569 +228,690	+47%	+$24.5M	0.47%	44
2016 Q3	$61.8M	Buy	489,879 +470,826	+2,471%	+$58.2M	0.44%	55
2016 Q2	$2.23M	Buy	19,053 +2,446	+15%	+$277K	0.02%	561
2016 Q1	$1.72M	Sell	16,607 -6,409	-28%	-$620K	0.02%	593
2015 Q4	$2.29M	Sell	23,016 -2,562	-10%	-$251K	0.02%	535
2015 Q3	$2.33M	Sell	25,578 -128,839	-83%	-$12.9M	0.03%	419
2015 Q2	$16.4M	Buy	+154,417	New	+$17.1M	0.21%	123
2015 Q1	–	Sell	-75,523	Closed	-$8.32M	–	956
2014 Q4	$8.32M	Buy	75,523 +72,875	+2,752%	+$7.68M	0.11%	223
2014 Q3	$259K	Buy	+2,648	New	+$260K	﹤0.01%	732
2014 Q2	–	Sell	-6,285	Closed	-$577K	–	1089
2014 Q1	$577K	Buy	+6,285	New	+$579K	0.01%	566

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's ZBH Position: Q1 2026 in Review

Marshall Wace sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 7,245 shares — an estimated $651K sold.

Marshall Wace first reported a position in ZBH in Q1 2014 and held it in 34 quarters. The position peaked at $72M in Q4 2016. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Marshall Wace reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 7,245 Zimmer Biomet shares in Q1 2026, an estimated $651K.
Marshall Wace first reported a position in Zimmer Biomet in Q1 2014 and held it in 34 quarters.
Marshall Wace's Zimmer Biomet position peaked at $72M in Q4 2016.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.