Everence Capital Management’s Zimmer Biomet ZBH Stock Holding History

Everence Capital 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 Q3	$452K	Buy	5,083 +1,799	+55%	+$170K	0.02%	441
2026 Q2	$283K	Buy	+3,284	New	+$288K	0.01%	664
2025 Q2	–	Sell	-4,340	Closed	-$491K	–	856
2025 Q1	$491K	Hold	4,340	–	–	0.03%	375
2024 Q4	$458K	Sell	4,340 -1,560	-26%	-$167K	0.03%	396
2024 Q3	$637K	Hold	5,900	–	–	0.04%	348
2024 Q2	$710K	Hold	5,900	–	–	0.05%	294
2024 Q1	$779K	Hold	5,900	–	–	0.05%	279
2023 Q4	$718K	Hold	5,900	–	–	0.05%	293
2023 Q3	$662K	Hold	5,900	–	–	0.05%	306
2023 Q2	$751K	Hold	5,900	–	–	0.06%	261
2023 Q1	$762K	Hold	5,900	–	–	0.06%	271
2022 Q4	$752K	Buy	+5,900	New	+$685K	0.06%	260
2016 Q4	–	Sell	-6,118	Closed	-$772K	–	346
2016 Q3	$772K	Hold	6,118	–	–	0.23%	128
2016 Q2	$715K	Hold	6,118	–	–	0.22%	132
2016 Q1	$633K	Hold	6,118	–	–	0.2%	151
2015 Q4	$609K	Hold	6,118	–	–	0.2%	150
2015 Q3	$558K	Hold	6,118	–	–	0.19%	153
2015 Q2	$649K	Buy	6,118 +1,582	+35%	+$175K	0.21%	149
2015 Q1	$530K	Hold	4,536	–	–	0.18%	173
2014 Q4	$500K	Buy	4,536 +1,563	+53%	+$165K	0.17%	173
2014 Q3	$287K	Hold	2,973	–	–	0.1%	220
2014 Q2	$300K	Hold	2,973	–	–	0.11%	220
2014 Q1	$273K	Hold	2,973	–	–	0.11%	226
2013 Q4	$269K	Hold	2,973	–	–	0.11%	226
2013 Q3	$237K	Hold	2,973	–	–	0.1%	231
2013 Q2	$216K	Buy	+2,973	New	+$222K	0.1%	235

Other funds holding ZBH

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Everence Capital Management's ZBH Position: Q3 2026 in Review

Everence Capital Management increased its Zimmer Biomet (ZBH) stake by 55% in Q3 2026, buying an estimated $170K and bringing the position to 5,083 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #441.

Everence Capital Management first reported a position in ZBH in Q2 2013 and has held it in 26 quarters since. The position peaked at $779K in Q1 2024. 778 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

Everence Capital Management held 5,083 shares of Zimmer Biomet worth $452K as of Q3 2026.
Everence Capital Management bought 1,799 Zimmer Biomet shares in Q3 2026, an estimated $170K.
Zimmer Biomet made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #441 holding.
Everence Capital Management first reported a position in Zimmer Biomet in Q2 2013 and has held it in 26 quarters since.
Everence Capital Management's Zimmer Biomet position peaked at $779K in Q1 2024.
778 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.