Loring Wolcott & Coolidge Fiduciary Advisors’s Zimmer Biomet ZBH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025 Q4	–	Sell	-200	Closed	-$20.6K	–	561
2025 Q3	$20.6K	Sell	200 -200	-50%	-$19.8K	﹤0.01%	479
2025 Q2	$36.5K	Hold	400	–	–	﹤0.01%	410
2025 Q1	$39.8K	Hold	400	–	–	﹤0.01%	397
2024 Q4	$45K	Hold	400	–	–	﹤0.01%	400
2024 Q3	$41.6K	Hold	400	–	–	﹤0.01%	403
2024 Q2	$43K	Buy	+400	New	+$47.2K	﹤0.01%	405
2023 Q4	–	Sell	-310	Closed	-$34.2K	–	613
2023 Q3	$34.2K	Sell	310 -21	-6%	-$2.67K	﹤0.01%	448
2023 Q2	$48.2K	Sell	331 -68	-17%	-$9.24K	﹤0.01%	430
2023 Q1	$51.6K	Hold	399	–	–	﹤0.01%	402
2022 Q4	$50.9K	Hold	399	–	–	﹤0.01%	401
2022 Q3	$42K	Hold	399	–	–	﹤0.01%	434
2022 Q2	$42K	Hold	399	–	–	﹤0.01%	451
2022 Q1	$51K	Sell	399 -268	-40%	-$32.3K	﹤0.01%	438
2021 Q4	$82K	Hold	667	–	–	﹤0.01%	419
2021 Q3	$95K	Hold	667	–	–	﹤0.01%	393
2021 Q2	$104K	Sell	667 -2,851	-81%	-$462K	﹤0.01%	395
2021 Q1	$547K	Hold	3,518	–	–	0.01%	204
2020 Q4	$526K	Sell	3,518 -119	-3%	-$16.8K	0.01%	203
2020 Q3	$481K	Buy	3,637 +41	+1%	+$5.36K	0.01%	191
2020 Q2	$417K	Buy	3,596 +92	+3%	+$10.6K	0.01%	193
2020 Q1	$344K	Hold	3,504	–	–	0.01%	197
2019 Q4	$509K	Sell	3,504 -8	-0.2%	-$1.1K	0.01%	204
2019 Q3	$468K	Sell	3,512 -309	-8%	-$39.9K	0.01%	203
2019 Q2	$437K	Hold	3,821	–	–	0.01%	205
2019 Q1	$474K	Hold	3,821	–	–	0.01%	195
2018 Q4	$385K	Hold	3,821	–	–	0.01%	212
2018 Q3	$488K	Hold	3,821	–	–	0.01%	206
2018 Q2	$413K	Sell	3,821 -1,030	-21%	-$112K	0.01%	217
2018 Q1	$514K	Hold	4,851	–	–	0.01%	199
2017 Q4	$568K	Hold	4,851	–	–	0.01%	195
2017 Q3	$551K	Buy	4,851 +8	+0.2%	+$923	0.01%	192
2017 Q2	$570K	Hold	4,843	–	–	0.01%	187
2017 Q1	$574K	Sell	4,843 -180	-4%	-$20.4K	0.01%	186
2016 Q4	$503K	Hold	5,023	–	–	0.01%	192
2016 Q3	$634K	Sell	5,023 -42	-0.8%	-$5.19K	0.01%	176
2016 Q2	$592K	Hold	5,065	–	–	0.01%	175
2016 Q1	$524K	Hold	5,065	–	–	0.01%	182
2015 Q4	$504K	Buy	5,065 +42	+0.8%	+$4.11K	0.01%	196
2015 Q3	$533K	Hold	5,023	–	–	0.01%	196
2015 Q2	$533K	Sell	5,023 -387	-7%	-$42.8K	0.01%	196
2015 Q1	$617K	Hold	5,410	–	–	0.02%	190
2014 Q4	$596K	Hold	5,410	–	–	0.02%	186
2014 Q3	$528K	Sell	5,410 -36	-0.7%	-$3.54K	0.01%	185
2014 Q2	$549K	Sell	5,446 -473	-8%	-$46.2K	0.01%	185
2014 Q1	$544K	Buy	5,919 +1,030	+21%	+$94.9K	0.01%	183
2013 Q4	$442K	Sell	4,889 -807	-14%	-$69.8K	0.01%	195
2013 Q3	$454K	Sell	5,696 -103	-2%	-$8.11K	0.01%	189
2013 Q2	$422K	Buy	+5,799	New	+$434K	0.01%	203

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

Loring Wolcott & Coolidge Fiduciary Advisors's ZBH Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 200 shares — an estimated $20.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZBH in Q2 2013 and held it in 48 quarters. The position peaked at $634K in Q3 2016. 946 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Zimmer Biomet shares in Q4 2025, an estimated $20.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zimmer Biomet in Q2 2013 and held it in 48 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Zimmer Biomet position peaked at $634K in Q3 2016.
946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.