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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
Q2 		– Sell
-1,807
Closed -$163K – 1288
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
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ZBH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 1,807 shares — an estimated $163K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ZBH in Q3 2023 and held it in 11 quarters. The position peaked at $163K in Q1 2026. 909 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,807 Zimmer Biomet shares in Q2 2026, an estimated $163K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Zimmer Biomet in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Zimmer Biomet position peaked at $163K in Q1 2026.
  • 909 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.