Montag & Associates’s Zimmer Biomet ZBH Stock Holding History

Montag & Associates’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	-100	Closed	-$9.02K	–	987
2025 Q4	$9.02K	Buy	+100	New	+$9.48K	﹤0.01%	776
2025 Q1	–	Sell	-80	Closed	-$8.47K	–	1038
2024 Q4	$8.47K	Hold	80	–	–	﹤0.01%	801
2024 Q3	$8.66K	Sell	80 -80	-50%	-$8.73K	﹤0.01%	823
2024 Q2	$17.4K	Hold	160	–	–	﹤0.01%	720
2024 Q1	$21.2K	Hold	160	–	–	﹤0.01%	690
2023 Q4	$19.5K	Hold	160	–	–	﹤0.01%	695
2023 Q3	$18K	Hold	160	–	–	﹤0.01%	680
2023 Q2	$23.3K	Hold	160	–	–	﹤0.01%	662
2023 Q1	$20.7K	Hold	160	–	–	﹤0.01%	662
2022 Q4	$20.4K	Hold	160	–	–	﹤0.01%	657
2022 Q3	$17K	Hold	160	–	–	﹤0.01%	681
2022 Q2	$17K	Sell	160 -100	-38%	-$11.9K	﹤0.01%	657
2022 Q1	$33K	Sell	260 -1,161	-82%	-$140K	﹤0.01%	616
2021 Q4	$175K	Hold	1,421	–	–	0.01%	403
2021 Q3	$202K	Hold	1,421	–	–	0.01%	382
2021 Q2	$222K	Hold	1,421	–	–	0.01%	373
2021 Q1	$221K	Hold	1,421	–	–	0.01%	375
2020 Q4	$213K	Buy	+1,421	New	+$201K	0.01%	353

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

Montag & Associates's ZBH Position: Q1 2026 in Review

Montag & Associates sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 100 shares — an estimated $9.02K sold.

Montag & Associates first reported a position in ZBH in Q4 2020 and held it in 18 quarters. The position peaked at $222K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Montag & Associates reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
Montag & Associates sold 100 Zimmer Biomet shares in Q1 2026, an estimated $9.02K.
Montag & Associates first reported a position in Zimmer Biomet in Q4 2020 and held it in 18 quarters.
Montag & Associates's Zimmer Biomet position peaked at $222K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.