JWBC
ZBH icon

J.W. Burns & Co’s Zimmer Biomet ZBH Stock Holding History

J.W. Burns & Co’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 		$239K Sell
2,781
-95
-3% -$8.33K 0.03% 180
2026
Q1 		$260K Sell
2,876
-85
-3% -$7.8K 0.03% 165
2025
Q4 		$266K Sell
2,961
-103
-3% -$9.77K 0.03% 163
2025
Q3 		$302K Sell
3,064
-100
-3% -$9.91K 0.03% 157
2025
Q2 		$289K Sell
3,164
-1,009
-24% -$97.6K 0.04% 162
2025
Q1 		$472K Sell
4,173
-661
-14% -$70.7K 0.06% 138
2024
Q4 		$511K Sell
4,834
-345
-7% -$37K 0.07% 134
2024
Q3 		$559K Sell
5,179
-275
-5% -$30K 0.07% 129
2024
Q2 		$592K Sell
5,454
-55
-1% -$6.48K 0.08% 126
2024
Q1 		$727K Sell
5,509
-277
-5% -$34.6K 0.1% 115
2023
Q4 		$704K Sell
5,786
-13
-0.2% -$1.45K 0.1% 111
2023
Q3 		$651K Hold
5,799
– – 0.11% 113
2023
Q2 		$844K Sell
5,799
-8
-0.1% -$1.09K 0.14% 93
2023
Q1 		$750K Sell
5,807
-17
-0.3% -$2.13K 0.13% 98
2022
Q4 		$743K Sell
5,824
-2
-0% -$232 0.14% 97
2022
Q3 		$609K Sell
5,826
-100
-2% -$11K 0.12% 99
2022
Q2 		$623K Hold
5,926
– – 0.12% 104
2022
Q1 		$758K Sell
5,926
-178
-3% -$21.5K 0.12% 104
2021
Q4 		$753K Sell
6,104
-872
-13% -$114K 0.11% 109
2021
Q3 		$991K Sell
6,976
-40
-0.6% -$5.88K 0.16% 94
2021
Q2 		$1.09M Sell
7,016
-173
-2% -$28K 0.17% 91
2021
Q1 		$1.12M Hold
7,189
– – 0.19% 87
2020
Q4 		$1.08M Hold
7,189
– – 0.19% 85
2020
Q3 		$950K Hold
7,189
– – 0.19% 85
2020
Q2 		$833K Hold
7,189
– – 0.18% 87
2020
Q1 		$706K Buy
7,189
+10
+0.1% +$1.31K 0.19% 90
2019
Q4 		$1.04M Buy
7,179
+20
+0.3% +$2.76K 0.22% 89
2019
Q3 		$954K Hold
7,159
– – 0.22% 89
2019
Q2 		$818K Hold
7,159
– – 0.19% 99
2019
Q1 		$888K Sell
7,159
-325
-4% -$36.9K 0.22% 95
2018
Q4 		$754K Sell
7,484
-124
-2% -$13.9K 0.21% 94
2018
Q3 		$971K Hold
7,608
– – 0.23% 94
2018
Q2 		$823K Sell
7,608
-347
-4% -$37.8K 0.21% 97
2018
Q1 		$842K Sell
7,955
-78
-1% -$9.06K 0.22% 95
2017
Q4 		$941K Sell
8,033
-659
-8% -$74.5K 0.24% 93
2017
Q3 		$988K Sell
8,692
-592
-6% -$68.3K 0.26% 89
2017
Q2 		$1.16M Sell
9,284
-258
-3% -$30.6K 0.31% 81
2017
Q1 		$1.13M Hold
9,542
– – 0.31% 79
2016
Q4 		$956K Buy
9,542
+89
+0.9% +$9.54K 0.28% 83
2016
Q3 		$1.19M Buy
9,453
+643
+7% +$79.4K 0.37% 72
2016
Q2 		$1.03M Sell
8,810
-231
-3% -$26.1K 0.31% 80
2016
Q1 		$936K Hold
9,041
– – 0.3% 79
2015
Q4 		$901K Hold
9,041
– – 0.29% 86
2015
Q3 		$825K Hold
9,041
– – 0.28% 84
2015
Q2 		$959K Hold
9,041
– – 0.31% 78
2015
Q1 		$1.03M Buy
9,041
+41
+0.5% +$4.68K 0.34% 75
2014
Q4 		$991K Sell
9,000
-237
-3% -$25K 0.33% 74
2014
Q3 		$902K Sell
9,237
-711
-7% -$69.9K 0.3% 76
2014
Q2 		$1M Buy
9,948
+99
+1% +$9.66K 0.33% 77
2014
Q1 		$904K Hold
9,849
– – 0.32% 75
2013
Q4 		$891K Buy
9,849
+88
+0.9% +$7.62K 0.31% 77
2013
Q3 		$778K Sell
9,761
-402
-4% -$31.6K 0.3% 79
2013
Q2 		$739K Buy
+10,163
New +$760K 0.3% 79

Other funds holding ZBH

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.W. Burns & Co's ZBH Position: Q2 2026 in Review

J.W. Burns & Co reduced its Zimmer Biomet (ZBH) stake by 3.3% in Q2 2026, selling an estimated $8.33K and leaving 2,781 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #180.

J.W. Burns & Co first reported a position in ZBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.19M in Q3 2016. 113 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • J.W. Burns & Co held 2,781 shares of Zimmer Biomet worth $239K as of Q2 2026.
  • J.W. Burns & Co sold 95 Zimmer Biomet shares in Q2 2026, an estimated $8.33K.
  • Zimmer Biomet made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #180 holding.
  • J.W. Burns & Co first reported a position in Zimmer Biomet in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's Zimmer Biomet position peaked at $1.19M in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.