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O'Shaughnessy Asset Management’s Zimmer Biomet ZBH Stock Holding History

O'Shaughnessy Asset 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 		$262K Buy
3,045
+259
+9% +$22.7K ﹤0.01% 1903
2026
Q1 		$252K Sell
2,786
-356
-11% -$32.7K ﹤0.01% 1877
2025
Q4 		$283K Sell
3,142
-1,117
-26% -$106K ﹤0.01% 1797
2025
Q3 		$420K Sell
4,259
-167
-4% -$16.5K ﹤0.01% 1581
2025
Q2 		$404K Sell
4,426
-3,691
-45% -$357K ﹤0.01% 1497
2025
Q1 		$919K Buy
8,117
+1,462
+22% +$156K 0.01% 1021
2024
Q4 		$703K Sell
6,655
-1,003
-13% -$108K 0.01% 1131
2024
Q3 		$803K Sell
7,658
-7,608
-50% -$830K 0.01% 1001
2024
Q2 		$1.66M Sell
15,266
-7,969
-34% -$939K 0.02% 664
2024
Q1 		$3.07M Buy
23,235
+4,569
+24% +$571K 0.03% 460
2023
Q4 		$2.27M Buy
18,666
+6,622
+55% +$739K 0.03% 497
2023
Q3 		$1.35M Buy
12,044
+1,923
+19% +$244K 0.02% 594
2023
Q2 		$1.47M Buy
10,121
+7,151
+241% +$972K 0.02% 534
2023
Q1 		$384K Buy
2,970
+547
+23% +$68.7K 0.01% 959
2022
Q4 		$309K Buy
2,423
+263
+12% +$30.5K 0.01% 959
2022
Q3 		$226K Buy
+2,160
New +$237K ﹤0.01% 1032
2021
Q4 		– Sell
-1,986
Closed -$282K – 2533
2021
Q3 		$282K Buy
1,986
+93
+5% +$13.7K 0.01% 875
2021
Q2 		$296K Buy
1,893
+6
+0.3% +$972 0.01% 862
2021
Q1 		$293K Buy
1,887
+111
+6% +$17.2K 0.01% 784
2020
Q4 		$266K Buy
1,776
+47
+3% +$6.64K 0.01% 728
2020
Q3 		$229K Buy
1,729
+655
+61% +$85.6K 0.01% 659
2020
Q2 		$124K Buy
1,074
+984
+1,093% +$113K ﹤0.01% 784
2020
Q1 		$9K Sell
90
-83
-48% -$10.9K ﹤0.01% 1027
2019
Q4 		$25K Buy
+173
New +$23.9K ﹤0.01% 1104
2013
Q3 		– Sell
-123,845
Closed -$9.04M – 1003
2013
Q2 		$9.04M Buy
+123,845
New +$9.26M 0.24% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Shaughnessy Asset Management's ZBH Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Zimmer Biomet (ZBH) stake by 9.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 3,045 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

O'Shaughnessy Asset Management first reported a position in ZBH in Q2 2013 and has held it in 25 quarters since. The position peaked at $9.04M in Q2 2013. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • O'Shaughnessy Asset Management held 3,045 shares of Zimmer Biomet worth $262K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 259 Zimmer Biomet shares in Q2 2026, an estimated $22.7K.
  • Zimmer Biomet made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1903 holding.
  • O'Shaughnessy Asset Management first reported a position in Zimmer Biomet in Q2 2013 and has held it in 25 quarters since.
  • O'Shaughnessy Asset Management's Zimmer Biomet position peaked at $9.04M in Q2 2013.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.