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Evermay Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Evermay 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 		$61.5K Hold
678
– – 0.01% 304
2025
Q4 		$61.1K Hold
678
– – 0.01% 306
2025
Q3 		$66.9K Hold
678
– – 0.01% 305
2025
Q2 		$62K Sell
678
-940
-58% -$90.9K 0.01% 303
2025
Q1 		$184K Sell
1,618
-80
-5% -$8.56K 0.02% 197
2024
Q4 		$180K Sell
1,698
-60
-3% -$6.44K 0.03% 203
2024
Q3 		$190K Hold
1,758
– – 0.03% 203
2024
Q2 		$191K Buy
1,758
+120
+7% +$14.1K 0.03% 202
2024
Q1 		$217K Buy
1,638
+47
+3% +$5.87K 0.03% 195
2023
Q4 		$194K Buy
1,591
+3
+0.2% +$335 0.04% 182
2023
Q3 		$179K Hold
1,588
– – 0.04% 177
2023
Q2 		$232K Sell
1,588
-100
-6% -$13.6K 0.04% 162
2023
Q1 		$218K Hold
1,688
– – 0.04% 163
2022
Q4 		$216K Sell
1,688
-100
-6% -$11.6K 0.04% 162
2022
Q3 		$187K Hold
1,788
– – 0.04% 166
2022
Q2 		$188K Hold
1,788
– – 0.04% 165
2022
Q1 		$229K Sell
1,788
-54
-3% -$6.51K 0.04% 175
2021
Q4 		$227K Buy
1,842
+134
+8% +$17.5K 0.04% 161
2021
Q3 		$243K Sell
1,708
-909
-35% -$134K 0.05% 142
2021
Q2 		$409K Hold
2,617
– – 0.08% 110
2021
Q1 		$407K Hold
2,617
– – 0.08% 110
2020
Q4 		$392K Hold
2,617
– – 0.09% 110
2020
Q3 		$346K Buy
2,617
+309
+13% +$40.4K 0.09% 106
2020
Q2 		$267K Buy
+2,308
New +$266K 0.07% 123

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

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

Evermay Wealth Management held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 678 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #304.

Evermay Wealth Management first reported a position in ZBH in Q2 2020 and has held it in 24 quarters since. The position peaked at $409K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Evermay Wealth Management held 678 shares of Zimmer Biomet worth $61.5K as of Q1 2026.
  • Evermay Wealth Management left its Zimmer Biomet share count unchanged in Q1 2026.
  • Zimmer Biomet made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #304 holding.
  • Evermay Wealth Management first reported a position in Zimmer Biomet in Q2 2020 and has held it in 24 quarters since.
  • Evermay Wealth Management's Zimmer Biomet position peaked at $409K in Q2 2021.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.