Evergreen Capital Management’s Zimmer Biomet ZBH Stock Holding History

Evergreen 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 Q2	–	Sell	-3,904	Closed	-$354K	–	1683
2026 Q1	$354K	Buy	+3,904	New	+$358K	0.01%	1004
2020 Q1	–	Sell	-2,446	Closed	-$355K	–	503
2019 Q4	$355K	Buy	2,446 +824	+51%	+$114K	0.03%	317
2019 Q3	$216K	Buy	+1,622	New	+$210K	0.02%	383
2019 Q2	–	Sell	-1,622	Closed	-$201K	–	464
2019 Q1	$201K	Buy	+1,622	New	+$184K	0.02%	363

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

Evergreen Capital Management's ZBH Position: Q2 2026 in Review

Evergreen Capital Management sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 3,904 shares — an estimated $354K sold.

Evergreen Capital Management first reported a position in ZBH in Q1 2019 and held it in 4 quarters. The position peaked at $355K in Q4 2019. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Evergreen Capital Management reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
Evergreen Capital Management sold 3,904 Zimmer Biomet shares in Q2 2026, an estimated $354K.
Evergreen Capital Management first reported a position in Zimmer Biomet in Q1 2019 and held it in 4 quarters.
Evergreen Capital Management's Zimmer Biomet position peaked at $355K in Q4 2019.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.