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Sequoia Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Sequoia Financial 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
Q2 		$5.29M Sell
61,450
-3,183
-5% -$279K 0.03% 344
2026
Q1 		$5.84M Sell
64,633
-381
-0.6% -$35K 0.03% 290
2025
Q4 		$5.85M Sell
65,014
-16,194
-20% -$1.54M 0.03% 290
2025
Q3 		$8M Sell
81,208
-6,677
-8% -$662K 0.05% 227
2025
Q2 		$8.02M Buy
87,885
+73,049
+492% +$7.06M 0.05% 214
2025
Q1 		$1.68M Sell
14,836
-1,521
-9% -$163K 0.01% 480
2024
Q4 		$1.73M Sell
16,357
-199,840
-92% -$21.4M 0.02% 441
2024
Q3 		$23.3M Buy
216,197
+7,923
+4% +$865K 0.25% 89
2024
Q2 		$22.6M Sell
208,274
-724
-0.3% -$85.3K 0.27% 84
2024
Q1 		$27.6M Buy
208,998
+53,033
+34% +$6.62M 0.34% 67
2023
Q4 		$19M Buy
155,965
+42,539
+38% +$4.75M 0.24% 87
2023
Q3 		$12.7M Buy
113,426
+33,705
+42% +$4.28M 0.22% 85
2023
Q2 		$11.6M Buy
79,721
+14,798
+23% +$2.01M 0.2% 86
2023
Q1 		$8.39M Buy
64,923
+6,632
+11% +$833K 0.19% 105
2022
Q4 		$7.43M Buy
58,291
+3,682
+7% +$427K 0.18% 107
2022
Q3 		$5.71M Buy
54,609
+1,571
+3% +$172K 0.18% 102
2022
Q2 		$5.57M Buy
53,038
+626
+1% +$74.3K 0.16% 107
2022
Q1 		$6.7M Buy
52,412
+4,037
+8% +$487K 0.17% 107
2021
Q4 		$5.97M Buy
+48,375
New +$6.33M 0.16% 106
2021
Q3 		– Sell
-2,806
Closed -$438K – 472
2021
Q2 		$438K Sell
2,806
-121
-4% -$19.6K 0.02% 301
2021
Q1 		$455K Sell
2,927
-54,439
-95% -$8.43M 0.02% 268
2020
Q4 		$8.58M Buy
57,366
+3,271
+6% +$462K 0.39% 42
2020
Q3 		$7.15M Buy
54,095
+5,606
+12% +$732K 0.38% 42
2020
Q2 		$5.62M Buy
+48,489
New +$5.59M 0.33% 47

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

Sequoia Financial Advisors's ZBH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Zimmer Biomet (ZBH) stake by 4.9% in Q2 2026, selling an estimated $279K and leaving 61,450 shares worth $5.29M. The position accounts for 0.03% of the portfolio, ranked #344.

Sequoia Financial Advisors first reported a position in ZBH in Q2 2020 and has held it in 24 quarters since. The position peaked at $27.6M in Q1 2024. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Sequoia Financial Advisors held 61,450 shares of Zimmer Biomet worth $5.29M as of Q2 2026.
  • Sequoia Financial Advisors sold 3,183 Zimmer Biomet shares in Q2 2026, an estimated $279K.
  • Zimmer Biomet made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #344 holding.
  • Sequoia Financial Advisors first reported a position in Zimmer Biomet in Q2 2020 and has held it in 24 quarters since.
  • Sequoia Financial Advisors's Zimmer Biomet position peaked at $27.6M in Q1 2024.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.