Morningstar Investment Management LLC

Position in ZBH — Zimmer Biomet Holdings, Inc.

CIK 1673385 CHICAGO, IL

Position in ZBH

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,112,390

-$106,245 QoQ

Shares Held

24,537

0.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#269

of 899 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Morningstar Investment Management LLC holds $16,929,089 across 5 Medical Devices names. ZBH ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	12,301	$3,872,846
2	MDT	Medtronic plc	48,878	$3,823,725
3	EW	Edwards Lifesciences Corp	40,542	$3,667,429
4	GEHC	GE HealthCare Technologies Inc.	53,940	$3,452,699
5	ZBH	Zimmer Biomet Holdings, Inc. This page	24,537	$2,112,390

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,112,390	24,537	0.0%	Shares	Sole	2026-07-21
2026-03-31	$2,218,635	24,537	-57.6%	Shares	Sole	2026-05-14
2025-12-31	$5,203,220	57,865	+235.4%	Shares	Sole	2026-02-09
2025-09-30	$1,699,617	17,255	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.