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Morningstar Investment Management’s Zimmer Biomet ZBH Stock Holding History

Morningstar Investment Management’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 		$2.22M Hold
24,537
– – 0.14% 159
2026
Q1 		$2.22M Sell
24,537
-33,328
-58% -$3.06M 0.14% 157
2025
Q4 		$5.2M Buy
57,865
+40,610
+235% +$3.85M 0.31% 75
2025
Q3 		$1.7M Buy
+17,255
New +$1.71M 0.06% 278

Other funds holding ZBH

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Morningstar Investment Management's ZBH Position: Q2 2026 in Review

Morningstar Investment Management held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 24,537 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #159.

Morningstar Investment Management first reported a position in ZBH in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.2M in Q4 2025. 348 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Morningstar Investment Management held 24,537 shares of Zimmer Biomet worth $2.22M as of Q2 2026.
  • Morningstar Investment Management left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.14% of Morningstar Investment Management's portfolio in Q2 2026, its #159 holding.
  • Morningstar Investment Management first reported a position in Zimmer Biomet in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Zimmer Biomet position peaked at $5.2M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.