Summit Trail Advisors’s Zimmer Biomet ZBH Stock Holding History

Summit Trail 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 Q1	$1.83M	Buy	20,252 +7,824	+63%	+$718K	0.03%	593
2025 Q4	$1.12M	Buy	12,428 +2,456	+25%	+$233K	0.02%	751
2025 Q3	$983K	Buy	+9,972	New	+$988K	0.01%	845
2025 Q2	–	Sell	-6,345	Closed	-$720K	–	1147
2025 Q1	$720K	Buy	6,345 +1,812	+40%	+$194K	0.02%	200
2024 Q4	$480K	Buy	4,533 +1,095	+32%	+$117K	0.02%	227
2024 Q3	$372K	Sell	3,438 -179	-5%	-$19.5K	0.01%	486
2024 Q2	$393K	Buy	+3,617	New	+$426K	0.01%	420
2018 Q4	–	Sell	-2,755	Closed	-$352K	–	237
2018 Q3	$352K	Buy	2,755 +1,095	+66%	+$130K	0.08%	133
2018 Q2	$180K	Buy	+1,660	New	+$181K	0.06%	149
2018 Q1	–	Sell	-1,474	Closed	-$177K	–	1699
2017 Q4	$177K	Buy	+1,474	New	+$167K	0.02%	467

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's ZBH Position: Q1 2026 in Review

Summit Trail Advisors increased its Zimmer Biomet (ZBH) stake by 63% in Q1 2026, buying an estimated $718K and bringing the position to 20,252 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #593.

Summit Trail Advisors first reported a position in ZBH in Q4 2017 and has held it in 10 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Summit Trail Advisors held 20,252 shares of Zimmer Biomet worth $1.83M as of Q1 2026.
Summit Trail Advisors bought 7,824 Zimmer Biomet shares in Q1 2026, an estimated $718K.
Zimmer Biomet made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #593 holding.
Summit Trail Advisors first reported a position in Zimmer Biomet in Q4 2017 and has held it in 10 quarters since.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.