JGUA
ZBH icon

John G. Ullman & Associates’s Zimmer Biomet ZBH Stock Holding History

John G. Ullman & Associates’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 		$1.71M Sell
18,866
-1,334
-7% -$122K 0.23% 84
2025
Q4 		$1.82M Sell
20,200
-2,500
-11% -$237K 0.24% 90
2025
Q3 		$2.24M Sell
22,700
-3,150
-12% -$312K 0.3% 80
2025
Q2 		$2.36M Sell
25,850
-4,300
-14% -$416K 0.35% 75
2025
Q1 		$3.41M Buy
30,150
+3,850
+15% +$412K 0.53% 64
2024
Q4 		$2.78M Sell
26,300
-3,512
-12% -$377K 0.41% 75
2024
Q3 		$3.22M Sell
29,812
-1,930
-6% -$211K 0.46% 71
2024
Q2 		$3.44M Sell
31,742
-338
-1% -$39.8K 0.53% 59
2024
Q1 		$4.23M Sell
32,080
-584
-2% -$73K 0.65% 52
2023
Q4 		$3.98M Buy
+32,664
New +$3.64M 0.63% 54
2019
Q4 		– Sell
-1,545
Closed -$206K – 153
2019
Q3 		$206K Sell
1,545
-9,363
-86% -$1.21M 0.04% 138
2019
Q2 		$1.25M Sell
10,908
-103
-0.9% -$12.1K 0.22% 74
2019
Q1 		$1.36M Sell
11,011
-69
-0.6% -$7.84K 0.25% 68
2018
Q4 		$1.12M Sell
11,080
-448
-4% -$50.4K 0.23% 70
2018
Q3 		$1.47M Buy
11,528
+242
+2% +$28.8K 0.27% 68
2018
Q2 		$1.22M Sell
11,286
-172
-2% -$18.7K 0.23% 66
2018
Q1 		$1.21M Buy
11,458
+52
+0.5% +$6.04K 0.23% 68
2017
Q4 		$1.34M Sell
11,406
-206
-2% -$23.3K 0.27% 67
2017
Q3 		$1.32M Sell
11,612
-68
-0.6% -$7.85K 0.26% 68
2017
Q2 		$1.46M Sell
11,680
-793
-6% -$94K 0.29% 74
2017
Q1 		$1.48M Sell
12,473
-52
-0.4% -$5.89K 0.31% 69
2016
Q4 		$1.25M Sell
12,525
-618
-5% -$66.2K 0.26% 84
2016
Q3 		$1.66M Sell
13,143
-257
-2% -$31.8K 0.34% 75
2016
Q2 		$1.57M Sell
13,400
-103
-0.8% -$11.7K 0.32% 75
2016
Q1 		$1.4M Sell
13,503
-618
-4% -$59.8K 0.33% 72
2015
Q4 		$1.41M Sell
14,121
-618
-4% -$60.5K 0.31% 75
2015
Q3 		$1.34M Sell
14,739
-1,133
-7% -$114K 0.32% 79
2015
Q2 		$1.68M Sell
15,872
-515
-3% -$57K 0.32% 88
2015
Q1 		$1.87M Sell
16,387
-155
-0.9% -$17.7K 0.36% 77
2014
Q4 		$1.82M Sell
16,542
-164
-1% -$17.3K 0.34% 73
2014
Q3 		$1.63M Sell
16,706
-185
-1% -$18.2K 0.31% 83
2014
Q2 		$1.7M Sell
16,891
-1,081
-6% -$105K 0.31% 83
2014
Q1 		$1.65M Sell
17,972
-1,246
-6% -$115K 0.31% 83
2013
Q4 		$1.74M Sell
19,218
-285
-1% -$24.7K 0.33% 80
2013
Q3 		$1.55M Sell
19,503
-3,986
-17% -$314K 0.32% 81
2013
Q2 		$1.71M Buy
+23,489
New +$1.76M 0.36% 69

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

John G. Ullman & Associates's ZBH Position: Q1 2026 in Review

John G. Ullman & Associates reduced its Zimmer Biomet (ZBH) stake by 6.6% in Q1 2026, selling an estimated $122K and leaving 18,866 shares worth $1.71M. The position accounts for 0.23% of the portfolio, ranked #84.

John G. Ullman & Associates first reported a position in ZBH in Q2 2013 and has held it in 36 quarters since. The position peaked at $4.23M in Q1 2024. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • John G. Ullman & Associates held 18,866 shares of Zimmer Biomet worth $1.71M as of Q1 2026.
  • John G. Ullman & Associates sold 1,334 Zimmer Biomet shares in Q1 2026, an estimated $122K.
  • Zimmer Biomet made up 0.23% of John G. Ullman & Associates's portfolio in Q1 2026, its #84 holding.
  • John G. Ullman & Associates first reported a position in Zimmer Biomet in Q2 2013 and has held it in 36 quarters since.
  • John G. Ullman & Associates's Zimmer Biomet position peaked at $4.23M in Q1 2024.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on John G. Ullman & Associates's 13F filing for Q1 2026, filed 6 May 2026.