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Summit Financial’s Zimmer Biomet ZBH Stock Holding History

Summit Financial’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 		$868K Sell
9,571
-366
-4% -$33.6K 0.01% 823
2025
Q4 		$896K Sell
9,937
-143
-1% -$13.6K 0.01% 704
2025
Q3 		$993K Buy
10,080
+3,832
+61% +$380K 0.02% 661
2025
Q2 		$571K Buy
6,248
+4,097
+190% +$396K 0.01% 548
2025
Q1 		$244K Buy
2,151
+227
+12% +$24.3K 0.01% 656
2024
Q4 		$204K Buy
+1,924
New +$206K 0.01% 619

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial's ZBH Position: Q1 2026 in Review

Summit Financial reduced its Zimmer Biomet (ZBH) stake by 3.7% in Q1 2026, selling an estimated $33.6K and leaving 9,571 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #823.

Summit Financial first reported a position in ZBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $993K in Q3 2025. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Summit Financial held 9,571 shares of Zimmer Biomet worth $868K as of Q1 2026.
  • Summit Financial sold 366 Zimmer Biomet shares in Q1 2026, an estimated $33.6K.
  • Zimmer Biomet made up 0.01% of Summit Financial's portfolio in Q1 2026, its #823 holding.
  • Summit Financial first reported a position in Zimmer Biomet in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Zimmer Biomet position peaked at $993K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.