Richard Bernstein Advisors’s Zimmer Biomet ZBH Stock Holding History

Richard Bernstein 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	-13,855	Closed	-$1.25M	–	255
2025 Q4	$1.25M	Sell	13,855 -1,329	-9%	-$126K	0.04%	117
2025 Q3	$1.5M	Sell	15,184 -18,526	-55%	-$1.84M	0.04%	127
2025 Q2	$3.07M	Hold	33,710	–	–	0.08%	137
2025 Q1	$3.82M	Sell	33,710 -1,825	-5%	-$195K	0.09%	105
2024 Q4	$3.75M	Hold	35,535	–	–	0.09%	124
2024 Q3	$3.84M	Buy	+35,535	New	+$3.88M	0.08%	121
2021 Q2	–	Sell	-9,465	Closed	-$1.47M	–	329
2021 Q1	$1.47M	Hold	9,465	–	–	0.03%	225
2020 Q4	$1.42M	Hold	9,465	–	–	0.03%	217
2020 Q3	$1.25M	Hold	9,465	–	–	0.04%	191
2020 Q2	$1.1M	Sell	9,465 -4,658	-33%	-$537K	0.03%	199
2020 Q1	$1.39M	Hold	14,123	–	–	0.05%	160
2019 Q4	$2.05M	Hold	14,123	–	–	0.07%	174
2019 Q3	$1.88M	Hold	14,123	–	–	0.06%	183
2019 Q2	$1.61M	Hold	14,123	–	–	0.05%	193
2019 Q1	$1.75M	Buy	+14,123	New	+$1.6M	0.06%	213
2016 Q1	–	Sell	-21,100	Closed	-$2.1M	–	277
2015 Q4	$2.1M	Hold	21,100	–	–	0.27%	118
2015 Q3	$1.92M	Hold	21,100	–	–	0.26%	120
2015 Q2	$2.24M	Buy	21,100 +6,156	+41%	+$681K	0.27%	131
2015 Q1	$1.71M	Hold	14,944	–	–	0.22%	115
2014 Q4	$1.65M	Hold	14,944	–	–	0.17%	160
2014 Q3	$1.46M	Hold	14,944	–	–	0.15%	167
2014 Q2	$1.51M	Hold	14,944	–	–	0.18%	166
2014 Q1	$1.37M	Hold	14,944	–	–	0.19%	138
2013 Q4	$1.35M	Hold	14,944	–	–	0.27%	133
2013 Q3	$1.19M	Hold	14,944	–	–	0.35%	101
2013 Q2	$1.09M	Buy	+14,944	New	+$1.12M	0.36%	94

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's ZBH Position: Q1 2026 in Review

Richard Bernstein Advisors sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 13,855 shares — an estimated $1.25M sold.

Richard Bernstein Advisors first reported a position in ZBH in Q2 2013 and held it in 26 quarters. The position peaked at $3.84M in Q3 2024. 916 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Richard Bernstein Advisors reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
Richard Bernstein Advisors sold 13,855 Zimmer Biomet shares in Q1 2026, an estimated $1.25M.
Richard Bernstein Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 26 quarters.
Richard Bernstein Advisors's Zimmer Biomet position peaked at $3.84M in Q3 2024.
916 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.