BHIA
ZBH icon

Birch Hill Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Birch Hill Investment 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 		$413K Hold
4,792
– – 0.02% 161
2026
Q1 		$433K Sell
4,792
-520
-10% -$47.7K 0.02% 151
2025
Q4 		$478K Sell
5,312
-430
-7% -$40.8K 0.02% 147
2025
Q3 		$566K Hold
5,742
– – 0.02% 138
2025
Q2 		$524K Sell
5,742
-250
-4% -$24.2K 0.02% 139
2025
Q1 		$678K Sell
5,992
-10,521
-64% -$1.13M 0.03% 123
2024
Q4 		$1.74M Sell
16,513
-655
-4% -$70.3K 0.08% 90
2024
Q3 		$1.85M Sell
17,168
-1,000
-6% -$109K 0.09% 87
2024
Q2 		$1.97M Sell
18,168
-2,350
-11% -$277K 0.1% 84
2024
Q1 		$2.71M Sell
20,518
-1,475
-7% -$184K 0.13% 78
2023
Q4 		$2.68M Sell
21,993
-1,965
-8% -$219K 0.14% 71
2023
Q3 		$2.69M Sell
23,958
-2,290
-9% -$291K 0.16% 64
2023
Q2 		$3.82M Sell
26,248
-3,125
-11% -$425K 0.22% 58
2023
Q1 		$3.79M Sell
29,373
-5,264
-15% -$661K 0.24% 59
2022
Q4 		$4.42M Sell
34,637
-6,770
-16% -$786K 0.28% 57
2022
Q3 		$4.33M Sell
41,407
-8,474
-17% -$930K 0.29% 52
2022
Q2 		$5.24M Sell
49,881
-10,750
-18% -$1.28M 0.33% 51
2022
Q1 		$7.75M Sell
60,631
-34,063
-36% -$4.11M 0.41% 43
2021
Q4 		$11.7M Sell
94,694
-1,720
-2% -$225K 0.58% 38
2021
Q3 		$13.7M Buy
96,414
+871
+0.9% +$128K 0.74% 34
2021
Q2 		$14.9M Buy
95,543
+108
+0.1% +$17.5K 0.8% 34
2021
Q1 		$14.8M Sell
95,435
-716
-0.7% -$111K 0.84% 33
2020
Q4 		$14.4M Sell
96,151
-88
-0.1% -$12.4K 0.86% 33
2020
Q3 		$12.7M Buy
96,239
+1,504
+2% +$196K 0.85% 30
2020
Q2 		$11M Buy
94,735
+2,281
+2% +$263K 0.81% 30
2020
Q1 		$9.07M Buy
92,454
+994
+1% +$130K 0.79% 31
2019
Q4 		$13.3M Buy
91,460
+237
+0.3% +$32.7K 0.88% 35
2019
Q3 		$12.2M Sell
91,223
-5,314
-6% -$686K 0.88% 35
2019
Q2 		$11M Sell
96,537
-19,299
-17% -$2.26M 0.81% 36
2019
Q1 		$14.4M Sell
115,836
-185,133
-62% -$21M 1.09% 32
2018
Q4 		$30.3M Sell
300,969
-5,056
-2% -$569K 2.64% 13
2018
Q3 		$39.1M Sell
306,025
-4,520
-1% -$537K 2.86% 13
2018
Q2 		$33.6M Buy
310,545
+788
+0.3% +$85.8K 2.67% 13
2018
Q1 		$32.8M Buy
309,757
+3,974
+1% +$462K 2.72% 14
2017
Q4 		$35.8M Buy
305,783
+2,168
+0.7% +$245K 2.96% 12
2017
Q3 		$34.5M Buy
303,615
+1,277
+0.4% +$147K 3% 12
2017
Q2 		$37.7M Buy
302,338
+1,272
+0.4% +$151K 3.34% 10
2017
Q1 		$35.7M Sell
301,066
-649
-0.2% -$73.6K 3.05% 10
2016
Q4 		$30.2M Buy
301,715
+14,911
+5% +$1.6M 2.75% 14
2016
Q3 		$36.2M Buy
286,804
+119
+0% +$14.7K 3.36% 7
2016
Q2 		$33.5M Buy
286,685
+6,192
+2% +$701K 3.29% 9
2016
Q1 		$29M Buy
280,493
+835
+0.3% +$80.8K 3.05% 11
2015
Q4 		$27.9M Buy
279,658
+3,249
+1% +$318K 2.91% 12
2015
Q3 		$25.2M Buy
276,409
+195,550
+242% +$19.6M 2.75% 13
2015
Q2 		$8.57M Buy
80,859
+1,607
+2% +$178K 0.88% 36
2015
Q1 		$9.04M Sell
79,252
-1,504
-2% -$172K 0.92% 36
2014
Q4 		$8.89M Sell
80,756
-325
-0.4% -$34.3K 0.9% 35
2014
Q3 		$7.92M Sell
81,081
-97
-0.1% -$9.54K 0.83% 37
2014
Q2 		$8.19M Sell
81,178
-1,041
-1% -$102K 0.86% 37
2014
Q1 		$7.55M Buy
82,219
+5,011
+6% +$462K 0.81% 36
2013
Q4 		$6.99M Buy
77,208
+1,911
+3% +$165K 0.75% 36
2013
Q3 		$6M Sell
75,297
-159
-0.2% -$12.5K 0.71% 38
2013
Q2 		$5.49M Buy
+75,456
New +$5.64M 0.69% 42

Other funds holding ZBH

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Birch Hill Investment Advisors's ZBH Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 4,792 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #161.

Birch Hill Investment Advisors first reported a position in ZBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.1M in Q3 2018. 348 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Birch Hill Investment Advisors held 4,792 shares of Zimmer Biomet worth $413K as of Q2 2026.
  • Birch Hill Investment Advisors left its Zimmer Biomet share count unchanged in Q2 2026.
  • Zimmer Biomet made up 0.02% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Birch Hill Investment Advisors first reported a position in Zimmer Biomet in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Zimmer Biomet position peaked at $39.1M in Q3 2018.
  • 348 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.