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Evolution Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Evolution 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
Q2 		– Sell
-31
Closed -$2.8K – 973
2026
Q1 		$2.8K Buy
+31
New +$2.85K ﹤0.01% 697

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evolution Wealth Management's ZBH Position: Q2 2026 in Review

Evolution Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 31 shares — an estimated $2.8K sold.

Evolution Wealth Management first reported a position in ZBH in Q1 2026 and held it in 1 quarter. The position peaked at $2.8K in Q1 2026. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Evolution Wealth Management reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 31 Zimmer Biomet shares in Q2 2026, an estimated $2.8K.
  • Evolution Wealth Management first reported a position in Zimmer Biomet in Q1 2026 and held it in 1 quarter.
  • Evolution Wealth Management's Zimmer Biomet position peaked at $2.8K in Q1 2026.
  • 906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.