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ZBH icon

Summit Securities Group’s Zimmer Biomet ZBH Stock Holding History

Summit Securities 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 		$62.8K Sell
695
-267
-28% -$24.5K 0.01% 351
2025
Q4 		$86.5K Buy
962
+619
+180% +$58.7K 0.01% 495
2025
Q3 		$33.8K Buy
343
+210
+158% +$20.8K 0.01% 653
2025
Q2 		$12.1K Buy
+133
New +$12.9K ﹤0.01% 848
2023
Q3 		– Sell
-272
Closed -$40K – 1076
2023
Q2 		$40K Sell
272
-139
-34% -$18.9K 0.01% 463
2023
Q1 		$53K Buy
411
+199
+94% +$25K ﹤0.01% 412
2022
Q4 		$27K Buy
+212
New +$24.6K ﹤0.01% 848
2022
Q3 		– Sell
-438
Closed -$46K – 1203
2022
Q2 		$46K Buy
438
+352
+409% +$41.8K 0.01% 572
2022
Q1 		$11K Buy
+86
New +$10.4K ﹤0.01% 823
2017
Q2 		– Sell
-2,500
Closed -$296K – 383
2017
Q1 		$296K Buy
+2,500
New +$283K 0.09% 234
2014
Q1 		– Sell
-206
Closed -$19K – 609
2013
Q4 		$19K Buy
206
+166
+415% +$14.4K ﹤0.01% 318
2013
Q3 		$3K Buy
+40
New +$3.15K ﹤0.01% 331

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 Securities Group's ZBH Position: Q1 2026 in Review

Summit Securities Group reduced its Zimmer Biomet (ZBH) stake by 28% in Q1 2026, selling an estimated $24.5K and leaving 695 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #351.

Summit Securities Group first reported a position in ZBH in Q3 2013 and has held it in 12 quarters since. The position peaked at $296K in Q1 2017. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Summit Securities Group held 695 shares of Zimmer Biomet worth $62.8K as of Q1 2026.
  • Summit Securities Group sold 267 Zimmer Biomet shares in Q1 2026, an estimated $24.5K.
  • Zimmer Biomet made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #351 holding.
  • Summit Securities Group first reported a position in Zimmer Biomet in Q3 2013 and has held it in 12 quarters since.
  • Summit Securities Group's Zimmer Biomet position peaked at $296K in Q1 2017.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.