Stoneridge Investment Partners’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $323K | Sell |
3,572
-18,978
| -84% | -$1.74M | 0.23% | 81 |
|
|
2025
Q4 | $2.03M | Buy |
+22,550
| New | +$2.14M | 1.41% | 19 |
|
|
2024
Q4 | – | Sell |
-35,337
| Closed | -$3.81M | – | 168 |
|
|
2024
Q3 | $3.81M | Buy |
35,337
+7,419
| +27% | +$810K | 1.42% | 21 |
|
|
2024
Q2 | $3.03M | Sell |
27,918
-1,300
| -4% | -$153K | 1.15% | 27 |
|
|
2024
Q1 | $3.86M | Sell |
29,218
-17,380
| -37% | -$2.17M | 1.47% | 23 |
|
|
2023
Q4 | $5.67M | Sell |
46,598
-187
| -0.4% | -$20.9K | 2.39% | 12 |
|
|
2023
Q3 | $5.25M | Buy |
46,785
+35,154
| +302% | +$4.46M | 2.48% | 7 |
|
|
2023
Q2 | $1.69M | Sell |
11,631
-19,206
| -62% | -$2.61M | 0.74% | 44 |
|
|
2023
Q1 | $3.98M | Sell |
30,837
-10,441
| -25% | -$1.31M | 2.11% | 11 |
|
|
2022
Q4 | $5.26M | Sell |
41,278
-4,110
| -9% | -$477K | 2.9% | 6 |
|
|
2022
Q3 | $4.75M | Hold |
45,388
| – | – | 2.79% | 5 |
|
|
2022
Q2 | $4.77M | Hold |
45,388
| – | – | 2.63% | 6 |
|
|
2022
Q1 | $5.8M | Buy |
45,388
+5,022
| +12% | +$605K | 2.73% | 4 |
|
|
2021
Q4 | $4.98M | Buy |
40,366
+4,589
| +13% | +$601K | 2.3% | 12 |
|
|
2021
Q3 | $5.08M | Buy |
35,777
+232
| +0.7% | +$34.1K | 2.54% | 10 |
|
|
2021
Q2 | $5.55M | Buy |
35,545
+28,298
| +390% | +$4.58M | 2.7% | 8 |
|
|
2021
Q1 | $1.13M | Sell |
7,247
-4,451
| -38% | -$689K | 0.59% | 55 |
|
|
2020
Q4 | $1.75M | Buy |
+11,698
| New | +$1.65M | 1.01% | 31 |
|
|
2020
Q1 | – | Sell |
-1,788
| Closed | -$260K | – | 149 |
|
|
2019
Q4 | $260K | Sell |
1,788
-15,211
| -89% | -$2.1M | 0.09% | 126 |
|
|
2019
Q3 | $2.27M | Buy |
+16,999
| New | +$2.2M | 0.83% | 44 |
|
|
2019
Q1 | – | Sell |
-14,207
| Closed | -$1.43M | – | 143 |
|
|
2018
Q4 | $1.43M | Buy |
+14,207
| New | +$1.6M | 0.45% | 75 |
|
|
2016
Q4 | – | Sell |
-17,087
| Closed | -$2.16M | – | 345 |
|
|
2016
Q3 | $2.16M | Sell |
17,087
-4,714
| -22% | -$582K | 0.31% | 115 |
|
|
2016
Q2 | $2.55M | Sell |
21,801
-31,036
| -59% | -$3.51M | 0.38% | 89 |
|
|
2016
Q1 | $5.47M | Sell |
52,837
-1,751
| -3% | -$169K | 0.8% | 35 |
|
|
2015
Q4 | $5.44M | Sell |
54,588
-118,656
| -68% | -$11.6M | 0.73% | 44 |
|
|
2015
Q3 | $15.8M | Buy |
173,244
+25,439
| +17% | +$2.55M | 2.22% | 5 |
|
|
2015
Q2 | $15.7M | Buy |
147,805
+81,383
| +123% | +$9M | 1.94% | 11 |
|
|
2015
Q1 | $7.58M | Buy |
66,422
+42,529
| +178% | +$4.85M | 0.89% | 21 |
|
|
2014
Q4 | $2.63M | Buy |
+23,893
| New | +$2.52M | 0.35% | 101 |
|
Other funds holding ZBH
VCM
VPM
Stoneridge Investment Partners's ZBH Position: Q1 2026 in Review
Stoneridge Investment Partners reduced its Zimmer Biomet (ZBH) stake by 84% in Q1 2026, selling an estimated $1.74M and leaving 3,572 shares worth $323K. The position accounts for 0.23% of the portfolio, ranked #81.
Stoneridge Investment Partners first reported a position in ZBH in Q4 2014 and has held it in 29 quarters since. The position peaked at $15.8M in Q3 2015. 914 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.
- Stoneridge Investment Partners held 3,572 shares of Zimmer Biomet worth $323K as of Q1 2026.
- Stoneridge Investment Partners sold 18,978 Zimmer Biomet shares in Q1 2026, an estimated $1.74M.
- Zimmer Biomet made up 0.23% of Stoneridge Investment Partners's portfolio in Q1 2026, its #81 holding.
- Stoneridge Investment Partners first reported a position in Zimmer Biomet in Q4 2014 and has held it in 29 quarters since.
- Stoneridge Investment Partners's Zimmer Biomet position peaked at $15.8M in Q3 2015.
- 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.
Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.