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Rothschild Investment LLC’s Zimmer Biomet ZBH Stock Holding History

Rothschild Investment LLC’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 		$278K Sell
3,230
-69
-2% -$6.05K 0.01% 779
2026
Q1 		$298K Buy
3,299
+406
+14% +$37.3K 0.02% 552
2025
Q4 		$260K Sell
2,893
-487
-14% -$46.2K 0.01% 535
2025
Q3 		$333K Sell
3,380
-1,859
-35% -$184K 0.02% 453
2025
Q2 		$478K Sell
5,239
-294
-5% -$28.4K 0.03% 353
2025
Q1 		$626K Sell
5,533
-243
-4% -$26K 0.04% 292
2024
Q4 		$610K Sell
5,776
-364
-6% -$39.1K 0.04% 308
2024
Q3 		$663K Sell
6,140
-1,064
-15% -$116K 0.04% 302
2024
Q2 		$782K Sell
7,204
-318
-4% -$37.5K 0.05% 266
2024
Q1 		$993K Sell
7,522
-122
-2% -$15.2K 0.07% 228
2023
Q4 		$930K Sell
7,644
-2,497
-25% -$279K 0.08% 201
2023
Q3 		$1.14M Buy
10,141
+300
+3% +$38.1K 0.1% 191
2023
Q2 		$1.43M Buy
9,841
+144
+1% +$19.6K 0.12% 167
2023
Q1 		$1.25M Sell
9,697
-108
-1% -$13.6K 0.11% 185
2022
Q4 		$1.25M Buy
9,805
+53
+0.5% +$6.15K 0.11% 179
2022
Q3 		$1.02M Sell
9,752
-165
-2% -$18.1K 0.1% 198
2022
Q2 		$1.04M Buy
9,917
+2,600
+36% +$308K 0.1% 205
2022
Q1 		$936K Buy
7,317
+4,242
+138% +$511K 0.07% 239
2021
Q4 		$379K Buy
3,075
+273
+10% +$35.7K 0.03% 367
2021
Q3 		$398K Sell
2,802
-61
-2% -$8.97K 0.03% 350
2021
Q2 		$447K Buy
2,863
+105
+4% +$17K 0.04% 337
2021
Q1 		$429K Buy
2,758
+185
+7% +$28.7K 0.04% 341
2020
Q4 		$385K Hold
2,573
– – 0.04% 322
2020
Q3 		$340K Sell
2,573
-360
-12% -$47K 0.04% 319
2020
Q2 		$340K Sell
2,933
-670
-19% -$77.2K 0.04% 298
2020
Q1 		$354K Hold
3,603
– – 0.05% 288
2019
Q4 		$524K Hold
3,603
– – 0.05% 289
2019
Q3 		$480K Sell
3,603
-84,160
-96% -$10.9M 0.06% 256
2019
Q2 		$10M Sell
87,763
-4,176
-5% -$489K 1.18% 17
2019
Q1 		$11.4M Sell
91,939
-658
-0.7% -$74.8K 1.34% 16
2018
Q4 		$9.32M Sell
92,597
-4,990
-5% -$561K 1.25% 18
2018
Q3 		$12.5M Sell
97,587
-4,419
-4% -$525K 1.47% 13
2018
Q2 		$11M Buy
102,006
+927
+0.9% +$101K 1.39% 14
2018
Q1 		$10.7M Buy
101,079
+1,741
+2% +$202K 1.37% 14
2017
Q4 		$11.6M Buy
99,338
+17,153
+21% +$1.94M 1.26% 17
2017
Q3 		$9.34M Buy
82,185
+10,524
+15% +$1.21M 1.06% 27
2017
Q2 		$8.93M Buy
71,661
+7,302
+11% +$866K 1.01% 24
2017
Q1 		$7.63M Buy
64,359
+721
+1% +$81.7K 0.89% 29
2016
Q4 		$6.38M Buy
63,638
+3,914
+7% +$420K 0.77% 34
2016
Q3 		$7.54M Sell
59,724
-2,997
-5% -$370K 0.92% 25
2016
Q2 		$7.33M Sell
62,721
-206
-0.3% -$23.3K 0.94% 24
2016
Q1 		$6.51M Sell
62,927
-412
-0.7% -$39.9K 0.84% 28
2015
Q4 		$6.31M Buy
63,339
+12,671
+25% +$1.24M 0.8% 32
2015
Q3 		$4.62M Buy
50,668
+47,174
+1,350% +$4.73M 0.61% 46
2015
Q2 		$371K Hold
3,494
– – 0.04% 349
2015
Q1 		$399K Hold
3,494
– – 0.05% 332
2014
Q4 		$385K Sell
3,494
-6,206
-64% -$654K 0.05% 330
2014
Q3 		$947K Sell
9,700
-103
-1% -$10.1K 0.12% 195
2014
Q2 		$988K Sell
9,803
-1,030
-10% -$100K 0.13% 164
2014
Q1 		$995K Sell
10,833
-344
-3% -$31.7K 0.13% 158
2013
Q4 		$1.01M Sell
11,177
-69,652
-86% -$6.03M 0.14% 152
2013
Q3 		$6.45M Sell
80,829
-3,914
-5% -$308K 0.95% 25
2013
Q2 		$6.17M Buy
+84,743
New +$6.34M 1% 25

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

Rothschild Investment LLC's ZBH Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Zimmer Biomet (ZBH) stake by 2.1% in Q2 2026, selling an estimated $6.05K and leaving 3,230 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #779.

Rothschild Investment LLC first reported a position in ZBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.5M in Q3 2018. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Rothschild Investment LLC held 3,230 shares of Zimmer Biomet worth $278K as of Q2 2026.
  • Rothschild Investment LLC sold 69 Zimmer Biomet shares in Q2 2026, an estimated $6.05K.
  • Zimmer Biomet made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #779 holding.
  • Rothschild Investment LLC first reported a position in Zimmer Biomet in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Zimmer Biomet position peaked at $12.5M in Q3 2018.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.