SVB Wealth’s Zimmer Biomet ZBH Stock Holding History

SVB Wealth’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	–	Sell	-3,075	Closed	-$278K	–	402
2026 Q1	$278K	Sell	3,075 -56	-2%	-$5.14K	0.02%	329
2025 Q4	$282K	Sell	3,131 -1,669	-35%	-$158K	0.02%	344
2025 Q3	$473K	Sell	4,800 -268	-5%	-$26.6K	0.03%	299
2025 Q2	$462K	Sell	5,068 -1,209	-19%	-$117K	0.02%	304
2025 Q1	$710K	Sell	6,277 -2,509	-29%	-$268K	0.03%	186
2024 Q4	$928K	Buy	+8,786	New	+$943K	0.02%	335
2024 Q3	–	Sell	-9,626	Closed	-$1.04M	–	649
2024 Q2	$1.04M	Sell	9,626 -327	-3%	-$38.5K	0.03%	310
2024 Q1	$1.31M	Sell	9,953 -367	-4%	-$45.8K	0.03%	297
2023 Q4	$1.26M	Buy	10,320 +174	+2%	+$19.4K	0.03%	303
2023 Q3	$1.14M	Buy	10,146 +498	+5%	+$63.2K	0.03%	298
2023 Q2	$1.4M	Sell	9,648 -4,176	-30%	-$568K	0.03%	296
2023 Q1	$1.79M	Sell	13,824 -2,078	-13%	-$261K	0.03%	286
2022 Q4	$2.03M	Buy	15,902 +19	+0.1%	+$2.21K	0.03%	269
2022 Q3	$1.66M	Buy	15,883 +423	+3%	+$46.4K	0.02%	280
2022 Q2	$1.63M	Sell	15,460 -21	-0.1%	-$2.49K	0.03%	242
2022 Q1	$1.98M	Sell	15,481 -410	-3%	-$49.4K	0.03%	229
2021 Q4	$1.96M	Sell	15,891 -547	-3%	-$71.6K	0.03%	225
2021 Q3	$2.33M	Sell	16,438 -30	-0.2%	-$4.41K	0.03%	234
2021 Q2	$2.57M	Sell	16,468 -177	-1%	-$28.7K	0.03%	227
2021 Q1	$2.59M	Sell	16,645 -213	-1%	-$33K	0.04%	214
2020 Q4	$2.52M	Sell	16,858 -410	-2%	-$57.9K	0.04%	209
2020 Q3	$2.28M	Sell	17,268 -24	-0.1%	-$3.13K	0.04%	204
2020 Q2	$2M	Sell	17,292 -1,702	-9%	-$196K	0.04%	197
2020 Q1	$1.86M	Sell	18,994 -338	-2%	-$44.3K	0.05%	179
2019 Q4	$2.81M	Sell	19,332 -4,163	-18%	-$575K	0.05%	180
2019 Q3	$3.13M	Buy	23,495 +19	+0.1%	+$2.45K	0.06%	164
2019 Q2	$2.68M	Sell	23,476 -31	-0.1%	-$3.63K	0.09%	173
2019 Q1	$2.91M	Sell	23,507 -4,855	-17%	-$552K	0.12%	126
2018 Q4	$2.86M	Sell	28,362 -120	-0.4%	-$13.5K	0.12%	123
2018 Q3	$3.63M	Sell	28,482 -440	-2%	-$52.3K	0.13%	120
2018 Q2	$3.13M	Sell	28,922 -1,015	-3%	-$110K	0.12%	126
2018 Q1	$3.17M	Sell	29,937 -425	-1%	-$49.4K	0.12%	132
2017 Q4	$3.56M	Sell	30,362 -3,794	-11%	-$429K	0.13%	127
2017 Q3	$3.88M	Sell	34,156 -371	-1%	-$42.8K	0.15%	122
2017 Q2	$4.3M	Sell	34,527 -545	-2%	-$64.6K	0.17%	117
2017 Q1	$4.16M	Sell	35,072 -453	-1%	-$51.3K	0.17%	116
2016 Q4	$3.56M	Sell	35,525 -2,910	-8%	-$312K	0.15%	122
2016 Q3	$4.85M	Sell	38,435 -3,038	-7%	-$375K	0.2%	115
2016 Q2	$4.85M	Sell	41,473 -17,343	-29%	-$1.96M	0.2%	117
2016 Q1	$6.09M	Sell	58,816 -379	-0.6%	-$36.7K	0.25%	98
2015 Q4	$5.9M	Sell	59,195 -1,002	-2%	-$98K	0.23%	107
2015 Q3	$5.49M	Buy	60,197 +1,002	+2%	+$100K	0.21%	117
2015 Q2	$6.28M	Buy	59,195 +867	+1%	+$95.9K	0.21%	126
2015 Q1	$6.66M	Buy	58,328 +784	+1%	+$89.5K	0.21%	120
2014 Q4	$6.34M	Buy	+57,544	New	+$6.07M	0.2%	120

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

SVB Wealth's ZBH Position: Q2 2026 in Review

SVB Wealth sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 3,075 shares — an estimated $278K sold.

SVB Wealth first reported a position in ZBH in Q4 2014 and held it in 45 quarters. The position peaked at $6.66M in Q1 2015. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

SVB Wealth reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
SVB Wealth sold 3,075 Zimmer Biomet shares in Q2 2026, an estimated $278K.
SVB Wealth first reported a position in Zimmer Biomet in Q4 2014 and held it in 45 quarters.
SVB Wealth's Zimmer Biomet position peaked at $6.66M in Q1 2015.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.