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 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 $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's ZBH Position: Q1 2026 in Review

Addison Advisors held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 140 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Addison Advisors first reported a position in ZBH in Q4 2020 and has held it in 21 quarters since. The position peaked at $23K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Addison Advisors held 140 shares of Zimmer Biomet worth $12.7K as of Q1 2026.
Addison Advisors left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #619 holding.
Addison Advisors first reported a position in Zimmer Biomet in Q4 2020 and has held it in 21 quarters since.
Addison Advisors's Zimmer Biomet position peaked at $23K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.