Position in ZBH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$352,538
-$512,871 QoQ
Shares Held
4,095
-57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#503
of 902 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $15,108,679 across 10 Medical Devices names. ZBH ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
15,905 | $5,007,530 | |
| 2 | ABT |
Abbott Laboratories
|
51,290 | $4,654,054 | |
| 3 | MDT |
Medtronic plc
|
24,218 | $1,894,574 | |
| 4 | TMDX |
TransMedics Group, Inc.
|
14,515 | $964,086 | |
| 5 | BSX |
Boston Scientific Corp
|
21,581 | $921,077 | |
| 6 | EW |
Edwards Lifesciences Corp
|
5,717 | $517,159 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
4,095 | $352,538 | |
| 8 | DXCM |
Dexcom Inc
|
4,538 | $305,634 |
All Filings in ZBH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,538 | 4,095 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $865,409 | 9,571 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $893,535 | 9,937 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $992,880 | 10,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $569,880 | 6,248 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $243,450 | 2,151 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $203,232 | 1,924 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||