Annis Gardner Whiting Capital Advisors’s Zimmer Biomet ZBH Stock Holding History

Annis Gardner Whiting Capital 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	$163K	Buy	1,807 +507	+39%	+$46.5K	0.03%	336
2025 Q4	$117K	Sell	1,300 -47	-3%	-$4.46K	0.02%	374
2025 Q3	$133K	Buy	1,347 +1,306	+3,185%	+$129K	0.03%	336
2025 Q2	$3.77K	Sell	41 -15	-27%	-$1.45K	﹤0.01%	890
2025 Q1	$6.38K	Sell	56 -21	-27%	-$2.25K	﹤0.01%	598
2024 Q4	$8.18K	Buy	77 +13	+20%	+$1.4K	﹤0.01%	561
2024 Q3	$6.95K	Buy	64 +13	+25%	+$1.42K	﹤0.01%	598
2024 Q2	$5.58K	Sell	51 -72	-59%	-$8.49K	﹤0.01%	764
2024 Q1	$16.3K	Buy	123 +4	+3%	+$500	0.01%	594
2023 Q4	$14.5K	Buy	119 +26	+28%	+$2.9K	0.01%	444
2023 Q3	$10.5K	Buy	+93	New	+$11.8K	0.01%	457

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

Annis Gardner Whiting Capital Advisors's ZBH Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Zimmer Biomet (ZBH) stake by 39% in Q1 2026, buying an estimated $46.5K and bringing the position to 1,807 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #336.

Annis Gardner Whiting Capital Advisors first reported a position in ZBH in Q3 2023 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,807 shares of Zimmer Biomet worth $163K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 507 Zimmer Biomet shares in Q1 2026, an estimated $46.5K.
Zimmer Biomet made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #336 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Zimmer Biomet in Q3 2023 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.