Addison Advisors’s Zimmer Biomet ZBH Stock Holding History

Addison 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	–	Sell	-140	Closed	-$12.7K	–	1022
2026 Q1	$12.7K	Hold	140	–	–	﹤0.01%	619
2025 Q4	$12.6K	Hold	140	–	–	﹤0.01%	603
2025 Q3	$13.8K	Hold	140	–	–	﹤0.01%	587
2025 Q2	$12.8K	Hold	140	–	–	﹤0.01%	596
2025 Q1	$15.8K	Hold	140	–	–	﹤0.01%	529
2024 Q4	$14.8K	Hold	140	–	–	﹤0.01%	542
2024 Q3	$15.1K	Hold	140	–	–	﹤0.01%	542
2024 Q2	$15.2K	Hold	140	–	–	﹤0.01%	519
2024 Q1	$18.5K	Hold	140	–	–	0.01%	464
2023 Q4	$17K	Hold	140	–	–	0.01%	461
2023 Q3	$15.7K	Hold	140	–	–	0.01%	446
2023 Q2	$20.4K	Hold	140	–	–	0.01%	412
2023 Q1	$18.1K	Hold	140	–	–	0.01%	409
2022 Q4	$17.9K	Hold	140	–	–	0.01%	388
2022 Q3	$15K	Hold	140	–	–	0.01%	396
2022 Q2	$15K	Hold	140	–	–	0.01%	395
2022 Q1	$18K	Sell	140 -4	-3%	-$482	0.01%	409
2021 Q4	$18K	Hold	144	–	–	0.01%	352
2021 Q3	$20K	Hold	144	–	–	0.02%	261
2021 Q2	$23K	Buy	+144	New	+$23.3K	0.02%	252
2020 Q4	$22K	Buy	+144	New	+$20.3K	0.02%	242

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Addison Advisors's ZBH Position: Q2 2026 in Review

Addison Advisors sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 140 shares — an estimated $12.7K sold.

Addison Advisors first reported a position in ZBH in Q4 2020 and held it in 21 quarters. The position peaked at $23K in Q2 2021. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Addison Advisors reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 140 Zimmer Biomet shares in Q2 2026, an estimated $12.7K.
Addison Advisors first reported a position in Zimmer Biomet in Q4 2020 and held it in 21 quarters.
Addison Advisors's Zimmer Biomet position peaked at $23K in Q2 2021.
909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.