Matrix Asset Advisors Reduces Stake in Zimmer Biomet

The investment firm lowered its position in the medical equipment provider by 75% in Q4 2025.

Apr. 2, 2026 at 10:45am

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Matrix Asset Advisors Inc. NY lowered its position in Zimmer Biomet Holdings, Inc. (NYSE:ZBH) by 75.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,032 shares of the medical equipment provider's stock after selling 90,174 shares during the quarter.

Why it matters

This move by Matrix Asset Advisors reflects broader trends in the medical device industry, as investors weigh factors like regulatory changes, supply chain challenges, and the ongoing recovery from the pandemic. Zimmer Biomet's stock performance has been mixed, leading some analysts to take a more cautious stance on the company.

The details

According to the SEC filing, Matrix Asset Advisors' holdings in Zimmer Biomet were worth $2,700,000 as of the end of the 4th quarter. The firm's decision to significantly reduce its stake in the company comes as Zimmer Biomet has faced a range of headwinds, including supply chain disruptions and increased competition in the orthopedic implant market.

  • Matrix Asset Advisors lowered its Zimmer Biomet position in the 4th quarter of 2025.

The players

Matrix Asset Advisors Inc. NY

An investment management firm that previously held a significant stake in Zimmer Biomet.

Zimmer Biomet Holdings, Inc.

A global medical device company focused on musculoskeletal healthcare, headquartered in Warsaw, Indiana.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident

The takeaway

This move by Matrix Asset Advisors highlights the ongoing challenges facing medical device companies like Zimmer Biomet as they navigate a complex regulatory environment, supply chain issues, and competitive pressures. Investors will be closely watching the company's performance and strategic decisions in the coming quarters.