Evercore Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Evercore Wealth 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	$287K	Hold	3,174	–	–	﹤0.01%	338
2025 Q4	$285K	Sell	3,174 -168	-5%	-$15.9K	﹤0.01%	347
2025 Q3	$329K	Hold	3,342	–	–	﹤0.01%	340
2025 Q2	$305K	Hold	3,342	–	–	﹤0.01%	338
2025 Q1	$378K	Hold	3,342	–	–	0.01%	313
2024 Q4	$353K	Hold	3,342	–	–	0.01%	321
2024 Q3	$361K	Sell	3,342 -22	-0.7%	-$2.4K	0.01%	318
2024 Q2	$365K	Hold	3,364	–	–	0.01%	315
2024 Q1	$444K	Buy	3,364 +11	+0.3%	+$1.37K	0.01%	296
2023 Q4	$408K	Buy	3,353 +11	+0.3%	+$1.23K	0.01%	302
2023 Q3	$375K	Hold	3,342	–	–	0.01%	298
2023 Q2	$487K	Hold	3,342	–	–	0.01%	284
2023 Q1	$432K	Sell	3,342 -17	-0.5%	-$2.13K	0.01%	289
2022 Q4	$428K	Sell	3,359 -63	-2%	-$7.31K	0.01%	283
2022 Q3	$358K	Buy	3,422 +80	+2%	+$8.78K	0.01%	287
2022 Q2	$351K	Hold	3,342	–	–	0.01%	297
2022 Q1	$427K	Sell	3,342 -100	-3%	-$12.1K	0.01%	301
2021 Q4	$424K	Hold	3,442	–	–	0.01%	307
2021 Q3	$490K	Hold	3,442	–	–	0.01%	289
2021 Q2	$538K	Sell	3,442 -16	-0.5%	-$2.59K	0.01%	283
2021 Q1	$537K	Sell	3,458 -3	-0.1%	-$465	0.01%	281
2020 Q4	$518K	Buy	3,461 +21	+0.6%	+$2.97K	0.01%	283
2020 Q3	$455K	Buy	3,440 +13	+0.4%	+$1.7K	0.01%	275
2020 Q2	$397K	Sell	3,427 -94	-3%	-$10.8K	0.01%	282
2020 Q1	$346K	Sell	3,521 -190	-5%	-$24.9K	0.01%	276
2019 Q4	$540K	Sell	3,711 -80	-2%	-$11K	0.01%	271
2019 Q3	$505K	Buy	3,791 +342	+10%	+$44.2K	0.01%	271
2019 Q2	$394K	Hold	3,449	–	–	0.01%	307
2019 Q1	$427K	Buy	3,449 +25	+0.7%	+$2.84K	0.01%	289
2018 Q4	$345K	Hold	3,424	–	–	0.01%	287
2018 Q3	$437K	Hold	3,424	–	–	0.01%	294
2018 Q2	$370K	Sell	3,424 -569	-14%	-$61.9K	0.01%	301
2018 Q1	$422K	Hold	3,993	–	–	0.02%	263
2017 Q4	$468K	Hold	3,993	–	–	0.02%	263
2017 Q3	$454K	Sell	3,993 -155	-4%	-$17.9K	0.02%	266
2017 Q2	$517K	Sell	4,148 -453	-10%	-$53.7K	0.02%	252
2017 Q1	$546K	Sell	4,601 -938	-17%	-$106K	0.02%	251
2016 Q4	$555K	Buy	5,539 +897	+19%	+$96.1K	0.02%	247
2016 Q3	$586K	Sell	4,642 -108	-2%	-$13.3K	0.02%	232
2016 Q2	$555K	Buy	4,750 +70	+1%	+$7.92K	0.02%	230
2016 Q1	$484K	Sell	4,680 -52	-1%	-$5.03K	0.02%	246
2015 Q4	$471K	Buy	4,732 +227	+5%	+$22.2K	0.02%	258
2015 Q3	$409K	Hold	4,505	–	–	0.02%	279
2015 Q2	$478K	Sell	4,505 -52	-1%	-$5.75K	0.02%	278
2015 Q1	$521K	Sell	4,557 -75	-2%	-$8.56K	0.02%	268
2014 Q4	$512K	Buy	4,632 +75	+2%	+$7.91K	0.03%	233
2014 Q3	$446K	Hold	4,557	–	–	0.02%	280
2014 Q2	$460K	Buy	4,557 +231	+5%	+$22.5K	0.02%	278
2014 Q1	$397K	Hold	4,326	–	–	0.02%	287
2013 Q4	$391K	Sell	4,326 -45	-1%	-$3.89K	0.02%	291
2013 Q3	$349K	Sell	4,371 -92	-2%	-$7.24K	0.02%	324
2013 Q2	$325K	Buy	+4,463	New	+$334K	0.02%	343

Other funds holding ZBH

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 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

Evercore Wealth Management's ZBH Position: Q1 2026 in Review

Evercore Wealth Management held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 3,174 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Evercore Wealth Management first reported a position in ZBH in Q2 2013 and has held it in 52 quarters since. The position peaked at $586K in Q3 2016. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Evercore Wealth Management held 3,174 shares of Zimmer Biomet worth $287K as of Q1 2026.
Evercore Wealth Management left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #338 holding.
Evercore Wealth Management first reported a position in Zimmer Biomet in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Zimmer Biomet position peaked at $586K in Q3 2016.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.