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
2025 Q3	–	Sell	-2,700	Closed	-$246K	–	119
2025 Q2	$246K	Buy	+2,700	New	+$261K	0.08%	89

Other funds holding ZBH

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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. 914 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.
914 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.