Choate Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Choate 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
2025 Q4	–	Sell	-2,621	Closed	-$258K	–	464
2025 Q3	$258K	Sell	2,621 -735	-22%	-$72.8K	0.01%	371
2025 Q2	$306K	Buy	3,356 +70	+2%	+$6.77K	0.01%	337
2025 Q1	$372K	Buy	3,286 +16	+0.5%	+$1.71K	0.01%	297
2024 Q4	$345K	Sell	3,270 -419	-11%	-$45K	0.01%	308
2024 Q3	$398K	Sell	3,689 -50	-1%	-$5.46K	0.01%	285
2024 Q2	$406K	Sell	3,739 -6	-0.2%	-$707	0.01%	275
2024 Q1	$494K	Buy	3,745 +23	+0.6%	+$2.87K	0.01%	264
2023 Q4	$453K	Sell	3,722 -49	-1%	-$5.47K	0.01%	259
2023 Q3	$423K	Buy	3,771 +25	+0.7%	+$3.17K	0.02%	256
2023 Q2	$545K	Buy	3,746 +222	+6%	+$30.2K	0.02%	198
2023 Q1	$455K	Hold	3,524	–	–	0.02%	192
2022 Q4	$449K	Sell	3,524 -205	-5%	-$23.8K	0.03%	192
2022 Q3	$390K	Sell	3,729 -75	-2%	-$8.23K	0.03%	179
2022 Q2	$400K	Sell	3,804 -12	-0.3%	-$1.42K	0.02%	189
2022 Q1	$488K	Sell	3,816 -506	-12%	-$61K	0.03%	202
2021 Q4	$534K	Sell	4,322 -266	-6%	-$34.8K	0.03%	179
2021 Q3	$652K	Sell	4,588 -128	-3%	-$18.8K	0.04%	156
2021 Q2	$736K	Sell	4,716 -2,349	-33%	-$381K	0.04%	150
2021 Q1	$1.1M	Sell	7,065 -33	-0.5%	-$5.11K	0.07%	113
2020 Q4	$1.06M	Sell	7,098 -54	-0.8%	-$7.63K	0.06%	105
2020 Q3	$945K	Sell	7,152 -16	-0.2%	-$2.09K	0.06%	101
2020 Q2	$831K	Sell	7,168 -46	-0.6%	-$5.3K	0.06%	114
2020 Q1	$708K	Sell	7,214 -62	-0.9%	-$8.13K	0.06%	123
2019 Q4	$1.06M	Hold	7,276	–	–	0.06%	110
2019 Q3	$970K	Hold	7,276	–	–	0.06%	117
2019 Q2	$832K	Sell	7,276 -103	-1%	-$12.1K	0.05%	125
2019 Q1	$915K	Buy	7,379 +532	+8%	+$60.5K	0.05%	119
2018 Q4	$690K	Sell	6,847 -1,138	-14%	-$128K	0.04%	127
2018 Q3	$1.02M	Sell	7,985 -86	-1%	-$10.2K	0.06%	98
2018 Q2	$873K	Sell	8,071 -774	-9%	-$84.2K	0.05%	128
2018 Q1	$936K	Sell	8,845 -200	-2%	-$23.2K	0.05%	122
2017 Q4	$1.06M	Sell	9,045 -1,298	-13%	-$147K	0.05%	122
2017 Q3	$1.18M	Buy	10,343 +36	+0.3%	+$4.16K	0.06%	111
2017 Q2	$1.28M	Sell	10,307 -126	-1%	-$14.9K	0.07%	103
2017 Q1	$1.24M	Sell	10,433 -1,908	-15%	-$216K	0.07%	103
2016 Q4	$1.24M	Sell	12,341 -761	-6%	-$81.6K	0.08%	99
2016 Q3	$1.65M	Sell	13,102 -1,616	-11%	-$200K	0.11%	90
2016 Q2	$1.72M	Sell	14,718 -1,975	-12%	-$224K	0.12%	82
2016 Q1	$1.73M	Sell	16,693 -9,468	-36%	-$916K	0.12%	82
2015 Q4	$2.88M	Buy	26,161 +2,641	+11%	+$258K	0.21%	65
2015 Q3	$2.14M	Sell	23,520 -432	-2%	-$43.3K	0.15%	67
2015 Q2	$2.54M	Sell	23,952 -1,287	-5%	-$142K	0.15%	66
2015 Q1	$2.88M	Sell	25,239 -922	-4%	-$105K	0.16%	64
2014 Q4	$2.88M	Sell	26,161 -1,306	-5%	-$138K	0.17%	67
2014 Q3	$2.68M	Sell	27,467 -2,186	-7%	-$215K	0.16%	64
2014 Q2	$2.99M	Sell	29,653 -393	-1%	-$38.3K	0.18%	63
2014 Q1	$2.76M	Sell	30,046 -760	-2%	-$70K	0.17%	66
2013 Q4	$2.79M	Sell	30,806 -1,057	-3%	-$91.5K	0.18%	69
2013 Q3	$2.54M	Sell	31,863 -304	-0.9%	-$23.9K	0.19%	73
2013 Q2	$2.34M	Buy	+32,167	New	+$2.41M	0.19%	76

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Choate Investment Advisors's ZBH Position: Q4 2025 in Review

Choate Investment Advisors sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 2,621 shares — an estimated $258K sold.

Choate Investment Advisors first reported a position in ZBH in Q2 2013 and held it in 50 quarters. The position peaked at $2.99M in Q2 2014. 945 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Choate Investment Advisors reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Choate Investment Advisors sold 2,621 Zimmer Biomet shares in Q4 2025, an estimated $258K.
Choate Investment Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 50 quarters.
Choate Investment Advisors's Zimmer Biomet position peaked at $2.99M in Q2 2014.
945 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.