Joel Isaacson & Co’s Zimmer Biomet ZBH Stock Holding History

Joel Isaacson & 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
2025 Q4	–	Sell	-2,136	Closed	-$210K	–	478
2025 Q3	$210K	Buy	+2,136	New	+$212K	0.01%	421
2025 Q2	–	Sell	-2,136	Closed	-$242K	–	436
2025 Q1	$242K	Buy	+2,136	New	+$229K	0.01%	352
2017 Q1	–	Sell	-331	Closed	-$33K	–	547
2016 Q4	$33K	Buy	331 +43	+15%	+$4.61K	0.01%	370
2016 Q3	$36K	Sell	288 -96	-25%	-$11.9K	0.01%	379
2016 Q2	$45K	Buy	384 +206	+116%	+$23.3K	0.01%	337
2016 Q1	$18K	Hold	178	–	–	﹤0.01%	502
2015 Q4	$18K	Hold	178	–	–	﹤0.01%	483
2015 Q3	$16K	Hold	178	–	–	﹤0.01%	519
2015 Q2	$19K	Hold	178	–	–	﹤0.01%	514
2015 Q1	$20K	Hold	178	–	–	0.01%	493
2014 Q4	$20K	Hold	178	–	–	0.01%	436
2014 Q3	$17K	Buy	178 +96	+117%	+$9.44K	0.01%	439
2014 Q2	$8K	Hold	82	–	–	﹤0.01%	487
2014 Q1	$8K	Hold	82	–	–	﹤0.01%	484
2013 Q4	$7K	Hold	82	–	–	﹤0.01%	449
2013 Q3	$7K	Hold	82	–	–	﹤0.01%	432
2013 Q2	$6K	Buy	+82	New	+$6.13K	﹤0.01%	406

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Joel Isaacson & Co's ZBH Position: Q4 2025 in Review

Joel Isaacson & Co sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 2,136 shares — an estimated $210K sold.

Joel Isaacson & Co first reported a position in ZBH in Q2 2013 and held it in 17 quarters. The position peaked at $242K in Q1 2025. 946 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Joel Isaacson & Co reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Joel Isaacson & Co sold 2,136 Zimmer Biomet shares in Q4 2025, an estimated $210K.
Joel Isaacson & Co first reported a position in Zimmer Biomet in Q2 2013 and held it in 17 quarters.
Joel Isaacson & Co's Zimmer Biomet position peaked at $242K in Q1 2025.
946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Joel Isaacson & Co's 13F filing for Q4 2025, filed 30 Jan 2026.