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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
Q2 		$354K Sell
4,095
-5,476
-57% -$480K ﹤0.01% 1246
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 $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

Summit Financial's ZBH Position: Q2 2026 in Review

Summit Financial reduced its Zimmer Biomet (ZBH) stake by 57% in Q2 2026, selling an estimated $480K and leaving 4,095 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Summit Financial first reported a position in ZBH in Q4 2024 and has held it in 7 quarters since. The position peaked at $993K in Q3 2025. 910 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Summit Financial held 4,095 shares of Zimmer Biomet worth $354K as of Q2 2026.
  • Summit Financial sold 5,476 Zimmer Biomet shares in Q2 2026, an estimated $480K.
  • Zimmer Biomet made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1246 holding.
  • Summit Financial first reported a position in Zimmer Biomet in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Zimmer Biomet position peaked at $993K in Q3 2025.
  • 910 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.