Clifford Swan Investment Counsel’s Zimmer Biomet ZBH Stock Holding History

Clifford Swan Investment Counsel’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	$380K	Hold	4,412	–	–	0.01%	250
2026 Q1	$399K	Hold	4,412	–	–	0.01%	235
2025 Q4	$397K	Hold	4,412	–	–	0.01%	243
2025 Q3	$435K	Hold	4,412	–	–	0.01%	235
2025 Q2	$402K	Sell	4,412 -60	-1%	-$5.8K	0.01%	238
2025 Q1	$506K	Hold	4,472	–	–	0.02%	216
2024 Q4	$472K	Hold	4,472	–	–	0.02%	222
2024 Q3	$483K	Hold	4,472	–	–	0.02%	226
2024 Q2	$485K	Sell	4,472 -52	-1%	-$6.13K	0.02%	216
2024 Q1	$597K	Sell	4,524 -339	-7%	-$42.3K	0.02%	205
2023 Q4	$592K	Hold	4,863	–	–	0.02%	202
2023 Q3	$546K	Hold	4,863	–	–	0.02%	202
2023 Q2	$708K	Sell	4,863 -100	-2%	-$13.6K	0.03%	194
2023 Q1	$641K	Sell	4,963 -199	-4%	-$25K	0.03%	195
2022 Q4	$658K	Sell	5,162 -14	-0.3%	-$1.63K	0.03%	189
2022 Q3	$541K	Sell	5,176 -550	-10%	-$60.4K	0.03%	206
2022 Q2	$602K	Buy	5,726 +51	+0.9%	+$6.05K	0.03%	204
2022 Q1	$726K	Sell	5,675 -193	-3%	-$23.3K	0.03%	205
2021 Q4	$724K	Hold	5,868	–	–	0.03%	211
2021 Q3	$831K	Sell	5,868 -31	-0.5%	-$4.56K	0.03%	199
2021 Q2	$849K	Hold	5,899	–	–	0.03%	193
2021 Q1	$917K	Hold	5,899	–	–	0.04%	183
2020 Q4	$882K	Sell	5,899 -103	-2%	-$14.5K	0.04%	183
2020 Q3	$793K	Buy	6,002 +26	+0.4%	+$3.4K	0.04%	185
2020 Q2	$693K	Sell	5,976 -165	-3%	-$19K	0.04%	186
2020 Q1	$603K	Hold	6,141	–	–	0.04%	185
2019 Q4	$892K	Sell	6,141 -216	-3%	-$29.8K	0.04%	177
2019 Q3	$847K	Hold	6,357	–	–	0.04%	172
2019 Q2	$727K	Hold	6,357	–	–	0.04%	181
2019 Q1	$788K	Hold	6,357	–	–	0.04%	170
2018 Q4	$640K	Sell	6,357 -196	-3%	-$22K	0.04%	180
2018 Q3	$836K	Hold	6,553	–	–	0.04%	164
2018 Q2	$709K	Sell	6,553 -41	-0.6%	-$4.46K	0.04%	178
2018 Q1	$698K	Sell	6,594 -309	-4%	-$35.9K	0.04%	181
2017 Q4	$809K	Buy	6,903 +3,337	+94%	+$377K	0.04%	173
2017 Q3	$405K	Buy	3,566 +206	+6%	+$23.8K	0.02%	231
2017 Q2	$419K	Hold	3,360	–	–	0.03%	231
2017 Q1	$398K	Hold	3,360	–	–	0.03%	222
2016 Q4	$337K	Buy	3,360 +98	+3%	+$10.5K	0.02%	224
2016 Q3	$412K	Sell	3,262 -40	-1%	-$4.94K	0.03%	210
2016 Q2	$386K	Sell	3,302 -1,592	-33%	-$180K	0.03%	198
2016 Q1	$507K	Sell	4,894 -206	-4%	-$19.9K	0.03%	191
2015 Q4	$508K	Sell	5,100 -4	-0.1%	-$391	0.03%	196
2015 Q3	$465K	Sell	5,104 -103	-2%	-$10.3K	0.03%	193
2015 Q2	$552K	Sell	5,207 -267	-5%	-$29.5K	0.04%	183
2015 Q1	$625K	Sell	5,474 -103	-2%	-$11.8K	0.04%	174
2014 Q4	$614K	Buy	5,577 +41	+0.7%	+$4.32K	0.04%	174
2014 Q3	$540K	Sell	5,536 -217	-4%	-$21.3K	0.04%	179
2014 Q2	$580K	Sell	5,753 -828	-13%	-$80.8K	0.04%	178
2014 Q1	$604K	Buy	6,581 +145	+2%	+$13.4K	0.04%	170
2013 Q4	$582K	Buy	6,436 +61	+1%	+$5.28K	0.04%	154
2013 Q3	$508K	Hold	6,375	–	–	0.04%	159
2013 Q2	$464K	Buy	+6,375	New	+$477K	0.04%	164

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clifford Swan Investment Counsel's ZBH Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Zimmer Biomet (ZBH) position steady in Q2 2026 at 4,412 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #250.

Clifford Swan Investment Counsel first reported a position in ZBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $917K in Q1 2021. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Clifford Swan Investment Counsel held 4,412 shares of Zimmer Biomet worth $380K as of Q2 2026.
Clifford Swan Investment Counsel left its Zimmer Biomet share count unchanged in Q2 2026.
Zimmer Biomet made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #250 holding.
Clifford Swan Investment Counsel first reported a position in Zimmer Biomet in Q2 2013 and has held it in 53 quarters since.
Clifford Swan Investment Counsel's Zimmer Biomet position peaked at $917K in Q1 2021.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.