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Evelyn Partners Investment Management’s Zimmer Biomet ZBH Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$7.23K Hold
80
– – ﹤0.01% 362
2025
Q4 		$7.19K Hold
80
– – ﹤0.01% 373
2025
Q3 		$7.88K Hold
80
– – ﹤0.01% 362
2025
Q2 		$7.3K Hold
80
– – ﹤0.01% 368
2025
Q1 		$9.05K Hold
80
– – ﹤0.01% 360
2024
Q4 		$8.45K Buy
+80
New +$8.58K ﹤0.01% 368

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evelyn Partners Investment Management's ZBH Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 80 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Evelyn Partners Investment Management first reported a position in ZBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.05K in Q1 2025. 914 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Evelyn Partners Investment Management held 80 shares of Zimmer Biomet worth $7.23K as of Q1 2026.
  • Evelyn Partners Investment Management left its Zimmer Biomet share count unchanged in Q1 2026.
  • Zimmer Biomet made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #362 holding.
  • Evelyn Partners Investment Management first reported a position in Zimmer Biomet in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Zimmer Biomet position peaked at $9.05K in Q1 2025.
  • 914 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.