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SageView Advisory Group’s Zimmer Biomet ZBH Stock Holding History

SageView Advisory Group’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
-1,249
Closed -$112K – 2484
2025
Q4 		$112K Buy
+1,249
New +$118K ﹤0.01% 794
2025
Q1 		– Sell
-2,310
Closed -$244K – 624
2024
Q4 		$244K Buy
2,310
+300
+15% +$32.2K 0.01% 515
2024
Q3 		$217K Sell
2,010
-428
-18% -$46.7K 0.01% 477
2024
Q2 		$265K Sell
2,438
-224
-8% -$26.4K 0.01% 463
2024
Q1 		$344K Buy
2,662
+39
+1% +$4.87K 0.02% 386
2023
Q4 		$321K Buy
+2,623
New +$293K 0.01% 488

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

SageView Advisory Group's ZBH Position: Q1 2026 in Review

SageView Advisory Group sold out of Zimmer Biomet (ZBH) in Q1 2026, closing a stake of 1,249 shares — an estimated $112K sold.

SageView Advisory Group first reported a position in ZBH in Q4 2023 and held it in 6 quarters. The position peaked at $344K in Q1 2024. 918 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • SageView Advisory Group reported no remaining Zimmer Biomet position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,249 Zimmer Biomet shares in Q1 2026, an estimated $112K.
  • SageView Advisory Group first reported a position in Zimmer Biomet in Q4 2023 and held it in 6 quarters.
  • SageView Advisory Group's Zimmer Biomet position peaked at $344K in Q1 2024.
  • 918 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.