Valeo Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

Valeo Financial 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	$962K	Buy	11,176 +175	+2%	+$15.3K	0.02%	315
2026 Q1	$995K	Buy	11,001 +138	+1%	+$12.7K	0.02%	275
2025 Q4	$977K	Sell	10,863 -1,850	-15%	-$175K	0.02%	307
2025 Q3	$1.25M	Buy	12,713 +304	+2%	+$30.1K	0.03%	252
2025 Q2	$1.13M	Sell	12,409 -1,937	-14%	-$187K	0.03%	269
2025 Q1	$1.62M	Sell	14,346 -313	-2%	-$33.5K	0.05%	186
2024 Q4	$1.55M	Buy	14,659 +1,035	+8%	+$111K	0.04%	182
2024 Q3	$1.47M	Sell	13,624 -4,418	-24%	-$482K	0.04%	199
2024 Q2	$1.96M	Sell	18,042 -4,428	-20%	-$522K	0.06%	148
2024 Q1	$2.72M	Buy	22,470 +108	+0.5%	+$13.5K	0.1%	111
2023 Q4	$2.72M	Sell	22,362 -5,732	-20%	-$640K	0.11%	106
2023 Q3	$3.15M	Sell	28,094 -4,380	-13%	-$556K	0.14%	84
2023 Q2	$4.73M	Sell	32,474 -4,873	-13%	-$662K	0.22%	61
2023 Q1	$4.83M	Buy	37,347 +10,163	+37%	+$1.28M	0.23%	63
2022 Q4	$3.47M	Sell	27,184 -2,233	-8%	-$259K	0.19%	73
2022 Q3	$3.08M	Buy	29,417 +1,469	+5%	+$161K	0.2%	71
2022 Q2	$2.94M	Buy	27,948 +1,078	+4%	+$128K	0.18%	74
2022 Q1	$3.44M	Buy	26,870 +2,465	+10%	+$297K	0.17%	82
2021 Q4	$3.01M	Sell	24,405 -1,853	-7%	-$243K	0.16%	82
2021 Q3	$3.73M	Buy	26,258 +352	+1%	+$51.8K	0.21%	69
2021 Q2	$4.04M	Buy	25,906 +908	+4%	+$147K	0.25%	64
2021 Q1	$3.88M	Buy	24,998 +1,316	+6%	+$204K	0.18%	71
2020 Q4	$3.54M	Buy	23,682 +4,851	+26%	+$685K	0.18%	66
2020 Q3	$2.49M	Buy	18,831 +1,831	+11%	+$239K	0.22%	71
2020 Q2	$1.97M	Sell	17,000 -797	-4%	-$91.8K	0.18%	80
2020 Q1	$1.91M	Buy	17,797 +998	+6%	+$131K	0.2%	70
2019 Q4	$2.44M	Buy	16,799 +68	+0.4%	+$9.39K	0.24%	65
2019 Q3	$2.23M	Sell	16,731 -1,027	-6%	-$133K	0.25%	64
2019 Q2	$2.03M	Buy	17,758 +315	+2%	+$36.9K	0.23%	68
2019 Q1	$2.16M	Buy	17,443 +9,267	+113%	+$1.05M	0.26%	66
2018 Q4	$823K	Buy	8,176 +1,536	+23%	+$173K	0.12%	128
2018 Q3	$733K	Buy	6,640 +467	+8%	+$55.5K	0.1%	141
2018 Q2	$734K	Buy	6,173 +178	+3%	+$19.4K	0.1%	136
2018 Q1	$635K	Buy	5,995 +503	+9%	+$58.4K	0.1%	130
2017 Q4	$643K	Buy	5,492 +1,263	+30%	+$143K	0.11%	127
2017 Q3	$481K	Buy	+4,229	New	+$488K	0.11%	126

Other funds holding ZBH

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Valeo Financial Advisors's ZBH Position: Q2 2026 in Review

Valeo Financial Advisors increased its Zimmer Biomet (ZBH) stake by 1.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 11,176 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #315.

Valeo Financial Advisors first reported a position in ZBH in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.83M in Q1 2023. 150 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Valeo Financial Advisors held 11,176 shares of Zimmer Biomet worth $962K as of Q2 2026.
Valeo Financial Advisors bought 175 Zimmer Biomet shares in Q2 2026, an estimated $15.3K.
Zimmer Biomet made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #315 holding.
Valeo Financial Advisors first reported a position in Zimmer Biomet in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Zimmer Biomet position peaked at $4.83M in Q1 2023.
150 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.