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Oak Family Advisors’s Zimmer Biomet ZBH Stock Holding History

Oak Family Advisors’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
-46,590
Closed -$4.19M – 132
2025
Q4 		$4.19M Sell
46,590
-37,733
-45% -$3.58M 1.15% 31
2025
Q3 		$8.31M Sell
84,323
-16,035
-16% -$1.59M 2.08% 12
2025
Q2 		$9.15M Buy
100,358
+19,714
+24% +$1.91M 2.89% 9
2025
Q1 		$9.13M Buy
80,644
+14,209
+21% +$1.52M 3.07% 7
2024
Q4 		$7.02M Buy
66,435
+1,357
+2% +$146K 2.54% 12
2024
Q3 		$7.03M Sell
65,078
-1,218
-2% -$133K 2.16% 10
2024
Q2 		$7.2M Buy
66,296
+1,821
+3% +$215K 2.47% 11
2024
Q1 		$8.51M Sell
64,475
-156
-0.2% -$19.5K 3.27% 5
2023
Q4 		$7.87M Buy
+64,631
New +$7.21M 3.31% 4

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oak Family Advisors's ZBH Position: Q1 2026 in Review

Oak Family Advisors sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 46,590 shares — an estimated $4.19M sold.

Oak Family Advisors first reported a position in ZBH in Q4 2023 and held it in 9 quarters. The position peaked at $9.15M in Q2 2025. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Oak Family Advisors reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • Oak Family Advisors sold 46,590 Zimmer Biomet shares in Q1 2026, an estimated $4.19M.
  • Oak Family Advisors first reported a position in Zimmer Biomet in Q4 2023 and held it in 9 quarters.
  • Oak Family Advisors's Zimmer Biomet position peaked at $9.15M in Q2 2025.
  • 916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.