Tortoise Investment Management’s Zimmer Biomet ZBH Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-175	Closed	-$17.2K	–	1505
2025 Q3	$17.2K	Buy	175 +3	+2%	+$297	﹤0.01%	547
2025 Q2	$15.7K	Buy	172 +7	+4%	+$677	﹤0.01%	549
2025 Q1	$18.7K	Hold	165	–	–	﹤0.01%	514
2024 Q4	$17.4K	Hold	165	–	–	﹤0.01%	569
2024 Q3	$17.8K	Hold	165	–	–	﹤0.01%	567
2024 Q2	$17.9K	Hold	165	–	–	﹤0.01%	550
2024 Q1	$21.8K	Hold	165	–	–	﹤0.01%	499
2023 Q4	$20.1K	Hold	165	–	–	﹤0.01%	479
2023 Q3	$18.5K	Hold	165	–	–	﹤0.01%	468
2023 Q2	$24K	Hold	165	–	–	﹤0.01%	448
2023 Q1	$21.3K	Hold	165	–	–	﹤0.01%	448
2022 Q4	$21K	Hold	165	–	–	﹤0.01%	447
2022 Q3	$17K	Hold	165	–	–	﹤0.01%	467
2022 Q2	$17K	Hold	165	–	–	﹤0.01%	459
2022 Q1	$21K	Sell	165 -5	-3%	-$603	﹤0.01%	426
2021 Q4	$21K	Hold	170	–	–	﹤0.01%	399
2021 Q3	$24K	Hold	170	–	–	﹤0.01%	370
2021 Q2	$27K	Hold	170	–	–	0.01%	343
2021 Q1	$26K	Hold	170	–	–	0.01%	328
2020 Q4	$25K	Hold	170	–	–	0.01%	309
2020 Q3	$22K	Hold	170	–	–	0.01%	303
2020 Q2	$20K	Hold	170	–	–	0.01%	303
2020 Q1	$17K	Hold	170	–	–	﹤0.01%	312
2019 Q4	$25K	Sell	170 -51	-23%	-$7.04K	0.01%	296
2019 Q3	$30K	Hold	221	–	–	0.01%	276
2019 Q2	$25K	Hold	221	–	–	0.01%	318
2019 Q1	$27K	Hold	221	–	–	0.01%	302
2018 Q4	$22K	Hold	221	–	–	0.01%	304
2018 Q3	$28K	Hold	221	–	–	0.01%	288
2018 Q2	$24K	Hold	221	–	–	0.01%	313
2018 Q1	$23K	Sell	221 -52	-19%	-$6.04K	0.01%	313
2017 Q4	$32K	Hold	273	–	–	0.01%	282
2017 Q3	$31K	Hold	273	–	–	0.01%	266
2017 Q2	$34K	Hold	273	–	–	0.01%	248
2017 Q1	$32K	Hold	273	–	–	0.01%	236
2016 Q4	$27K	Hold	273	–	–	0.01%	246
2016 Q3	$34K	Sell	273 -62	-19%	-$7.66K	0.01%	223
2016 Q2	$39K	Buy	335 +62	+23%	+$7.02K	0.01%	215
2016 Q1	$28K	Hold	273	–	–	0.01%	232
2015 Q4	$27K	Hold	273	–	–	0.01%	247
2015 Q3	$25K	Hold	273	–	–	0.01%	242
2015 Q2	$29K	Sell	273 -103	-27%	-$11.4K	0.01%	242
2015 Q1	$43K	Hold	376	–	–	0.02%	220
2014 Q4	$41K	Sell	376 -11	-3%	-$1.16K	0.02%	233
2014 Q3	$38K	Hold	387	–	–	0.02%	227
2014 Q2	$39K	Buy	387 +11	+3%	+$1.07K	0.02%	230
2014 Q1	$35K	Hold	376	–	–	0.02%	208
2013 Q4	$34K	Hold	376	–	–	0.02%	197
2013 Q3	$30K	Hold	376	–	–	0.02%	183
2013 Q2	$27K	Buy	+376	New	+$28.1K	0.02%	182

Other funds holding ZBH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tortoise Investment Management's ZBH Position: Q4 2025 in Review

Tortoise Investment Management sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 175 shares — an estimated $17.2K sold.

Tortoise Investment Management first reported a position in ZBH in Q2 2013 and held it in 50 quarters. The position peaked at $43K in Q1 2015. 946 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Tortoise Investment Management reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 175 Zimmer Biomet shares in Q4 2025, an estimated $17.2K.
Tortoise Investment Management first reported a position in Zimmer Biomet in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Zimmer Biomet position peaked at $43K in Q1 2015.
946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.