EverSource Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

EverSource Wealth Advisors’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	$59.2K	Sell	688 -222	-24%	-$19.5K	﹤0.01%	1664
2026 Q1	$82.2K	Buy	910 +205	+29%	+$18.8K	﹤0.01%	1553
2025 Q4	$63.4K	Sell	705 -1,313	-65%	-$124K	﹤0.01%	1592
2025 Q3	$199K	Sell	2,018 -265	-12%	-$26.3K	0.01%	911
2025 Q2	$208K	Buy	2,283 +1,079	+90%	+$104K	0.01%	840
2025 Q1	$136K	Sell	1,204 -914	-43%	-$97.8K	0.01%	795
2024 Q4	$224K	Buy	2,118 +1,247	+143%	+$134K	0.01%	615
2024 Q3	$94.1K	Sell	871 -24	-3%	-$2.62K	0.01%	808
2024 Q2	$99.7K	Buy	895 +20	+2%	+$2.36K	0.01%	802
2024 Q1	$105K	Buy	875 +202	+30%	+$25.2K	0.01%	682
2023 Q4	$81.9K	Sell	673 -91	-12%	-$10.2K	0.01%	715
2023 Q3	$85.7K	Sell	764 -59	-7%	-$7.49K	0.01%	625
2023 Q2	$120K	Sell	823 -63	-7%	-$8.56K	0.01%	524
2023 Q1	$114K	Buy	886 +35	+4%	+$4.39K	0.01%	500
2022 Q4	$109K	Buy	851 +67	+9%	+$7.78K	0.02%	482
2022 Q3	$82K	Buy	784 +28	+4%	+$3.07K	0.02%	492
2022 Q2	$80K	Sell	756 -8	-1%	-$949	0.02%	448
2022 Q1	$98K	Buy	764 +11	+1%	+$1.33K	0.02%	339
2021 Q4	$92K	Buy	+753	New	+$98.5K	0.03%	318

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

EverSource Wealth Advisors's ZBH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zimmer Biomet (ZBH) stake by 24% in Q2 2026, selling an estimated $19.5K and leaving 688 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

EverSource Wealth Advisors first reported a position in ZBH in Q4 2021 and has held it in 19 quarters since. The position peaked at $224K in Q4 2024. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

EverSource Wealth Advisors held 688 shares of Zimmer Biomet worth $59.2K as of Q2 2026.
EverSource Wealth Advisors sold 222 Zimmer Biomet shares in Q2 2026, an estimated $19.5K.
Zimmer Biomet made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1664 holding.
EverSource Wealth Advisors first reported a position in Zimmer Biomet in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Zimmer Biomet position peaked at $224K in Q4 2024.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.