EFS
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Essex Financial Services’s Zimmer Biomet ZBH Stock Holding History

Essex Financial Services’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
-2,278
Closed -$224K – 812
2025
Q3 		$224K Sell
2,278
-93
-4% -$9.21K 0.01% 680
2025
Q2 		$216K Buy
2,371
+168
+8% +$16.2K 0.01% 641
2025
Q1 		$249K Sell
2,203
-108
-5% -$11.6K 0.02% 546
2024
Q4 		$244K Sell
2,311
-126
-5% -$13.5K 0.02% 543
2024
Q3 		$254K Sell
2,437
-279
-10% -$30.4K 0.02% 530
2024
Q2 		$295K Buy
2,716
+1,120
+70% +$132K 0.02% 482
2024
Q1 		$211K Buy
+1,596
New +$199K 0.02% 501
2023
Q4 		– Sell
-1,886
Closed -$212K – 524
2023
Q3 		$212K Buy
1,886
+299
+19% +$38K 0.02% 437
2023
Q2 		$231K Sell
1,587
-863
-35% -$117K 0.03% 416
2023
Q1 		$317K Buy
+2,450
New +$308K 0.03% 368
2022
Q2 		– Sell
-1,873
Closed -$240K – 530
2022
Q1 		$240K Sell
1,873
-56
-3% -$6.75K 0.02% 425
2021
Q4 		$238K Sell
1,929
-693
-26% -$90.7K 0.02% 424
2021
Q3 		$373K Buy
2,622
+591
+29% +$86.9K 0.04% 309
2021
Q2 		$316K Hold
2,031
– – 0.05% 318
2021
Q1 		$316K Buy
+2,031
New +$315K 0.06% 259
2016
Q4 		– Sell
-1,719
Closed -$217K – 334
2016
Q3 		$217K Buy
+1,719
New +$212K 0.05% 277
2015
Q4 		– Sell
-2,308
Closed -$210K – 332
2015
Q3 		$210K Hold
2,308
– – 0.05% 293
2015
Q2 		$245K Buy
2,308
+124
+6% +$13.7K 0.06% 274
2015
Q1 		$249K Buy
2,184
+42
+2% +$4.79K 0.06% 268
2014
Q4 		$236K Hold
2,142
– – 0.06% 275
2014
Q3 		$209K Sell
2,142
-248
-10% -$24.4K 0.06% 275
2014
Q2 		$241K Buy
2,390
+65
+3% +$6.34K 0.07% 258
2014
Q1 		$213K Buy
+2,325
New +$214K 0.07% 262

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Essex Financial Services's ZBH Position: Q4 2025 in Review

Essex Financial Services sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 2,278 shares — an estimated $224K sold.

Essex Financial Services first reported a position in ZBH in Q1 2014 and held it in 23 quarters. The position peaked at $373K in Q3 2021. 945 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

  • Essex Financial Services reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
  • Essex Financial Services sold 2,278 Zimmer Biomet shares in Q4 2025, an estimated $224K.
  • Essex Financial Services first reported a position in Zimmer Biomet in Q1 2014 and held it in 23 quarters.
  • Essex Financial Services's Zimmer Biomet position peaked at $373K in Q3 2021.
  • 945 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Essex Financial Services's 13F filing for Q4 2025, filed 10 Feb 2026.