EP Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

EP Wealth 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	$375K	Buy	4,356 +1,594	+58%	+$140K	﹤0.01%	1168
2026 Q1	$250K	Buy	+2,762	New	+$253K	﹤0.01%	1277
2025 Q2	–	Sell	-1,799	Closed	-$204K	–	1482
2025 Q1	$204K	Sell	1,799 -160	-8%	-$17.1K	﹤0.01%	1126
2024 Q4	$207K	Buy	1,959 +15	+0.8%	+$1.61K	﹤0.01%	1061
2024 Q3	$210K	Sell	1,944 -414	-18%	-$45.2K	﹤0.01%	1027
2024 Q2	$256K	Buy	2,358 +225	+11%	+$26.5K	﹤0.01%	697
2024 Q1	$282K	Buy	+2,133	New	+$266K	﹤0.01%	648
2022 Q3	–	Sell	-4,709	Closed	-$495K	–	663
2022 Q2	$495K	Buy	+4,709	New	+$559K	0.01%	374

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

EP Wealth Advisors's ZBH Position: Q2 2026 in Review

EP Wealth Advisors increased its Zimmer Biomet (ZBH) stake by 58% in Q2 2026, buying an estimated $140K and bringing the position to 4,356 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

EP Wealth Advisors first reported a position in ZBH in Q2 2022 and has held it in 8 quarters since. The position peaked at $495K in Q2 2022. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

EP Wealth Advisors held 4,356 shares of Zimmer Biomet worth $375K as of Q2 2026.
EP Wealth Advisors bought 1,594 Zimmer Biomet shares in Q2 2026, an estimated $140K.
Zimmer Biomet made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1168 holding.
EP Wealth Advisors first reported a position in Zimmer Biomet in Q2 2022 and has held it in 8 quarters since.
EP Wealth Advisors's Zimmer Biomet position peaked at $495K in Q2 2022.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.