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 Q2	$1.86M	Buy	21,558 +1,306	+6%	+$115K	0.02%	659
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 $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's ZBH Position: Q2 2026 in Review

Summit Trail Advisors increased its Zimmer Biomet (ZBH) stake by 6.4% in Q2 2026, buying an estimated $115K and bringing the position to 21,558 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #659.

Summit Trail Advisors first reported a position in ZBH in Q4 2017 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Summit Trail Advisors held 21,558 shares of Zimmer Biomet worth $1.86M as of Q2 2026.
Summit Trail Advisors bought 1,306 Zimmer Biomet shares in Q2 2026, an estimated $115K.
Zimmer Biomet made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #659 holding.
Summit Trail Advisors first reported a position in Zimmer Biomet in Q4 2017 and has held it in 11 quarters since.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.