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Mascoma Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Mascoma 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
Q1 		$9.04K Hold
100
– – ﹤0.01% 329
2025
Q4 		$8.99K Hold
100
– – ﹤0.01% 325
2025
Q3 		$9.85K Hold
100
– – ﹤0.01% 329
2025
Q2 		$9.12K Sell
100
-20
-17% -$1.93K ﹤0.01% 333
2025
Q1 		$13.6K Hold
120
– – ﹤0.01% 298
2024
Q4 		$12.7K Buy
120
+20
+20% +$2.15K ﹤0.01% 323
2024
Q3 		$10.8K Hold
100
– – ﹤0.01% 319
2024
Q2 		$10.9K Hold
100
– – ﹤0.01% 326
2024
Q1 		$13.2K Hold
100
– – ﹤0.01% 292
2023
Q4 		$12.2K Hold
100
– – ﹤0.01% 306
2023
Q3 		$11.2K Hold
100
– – ﹤0.01% 316
2023
Q2 		$12.5K Hold
100
– – ﹤0.01% 306
2023
Q1 		$13.8K Hold
100
– – ﹤0.01% 372
2022
Q4 		$12.8K Hold
100
– – ﹤0.01% 378
2022
Q3 		$10K Hold
100
– – ﹤0.01% 409
2022
Q2 		$11K Hold
100
– – ﹤0.01% 414
2022
Q1 		$13K Sell
100
-3
-3% -$362 ﹤0.01% 411
2021
Q4 		$13K Sell
103
-5
-5% -$654 ﹤0.01% 378
2021
Q3 		$15K Buy
+108
New +$15.9K 0.01% 317
2021
Q2 		– Sell
-108
Closed -$17K – 442
2021
Q1 		$17K Buy
+108
New +$16.7K 0.01% 315
2019
Q3 		– Sell
-103
Closed -$12K – 353
2019
Q2 		$12K Hold
103
– – 0.01% 257
2019
Q1 		$13K Hold
103
– – 0.01% 251
2018
Q4 		$10K Hold
103
– – 0.01% 263
2018
Q3 		$13K Hold
103
– – 0.01% 272
2018
Q2 		$11K Sell
103
-4,635
-98% -$504K 0.01% 270
2018
Q1 		$502K Buy
4,738
+82
+2% +$9.52K 0.33% 37
2017
Q4 		$569K Buy
4,656
+4,450
+2,160% +$503K 0.35% 33
2017
Q3 		$23K Hold
206
– – 0.02% 220
2017
Q2 		$26K Hold
206
– – 0.02% 211
2017
Q1 		$24K Hold
206
– – 0.02% 200
2016
Q4 		$21K Buy
+206
New +$22.1K 0.02% 208

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

Mascoma Wealth Management's ZBH Position: Q1 2026 in Review

Mascoma Wealth Management held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 100 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Mascoma Wealth Management first reported a position in ZBH in Q4 2016 and has held it in 31 quarters since. The position peaked at $569K in Q4 2017. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Mascoma Wealth Management held 100 shares of Zimmer Biomet worth $9.04K as of Q1 2026.
  • Mascoma Wealth Management left its Zimmer Biomet share count unchanged in Q1 2026.
  • Zimmer Biomet made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Mascoma Wealth Management first reported a position in Zimmer Biomet in Q4 2016 and has held it in 31 quarters since.
  • Mascoma Wealth Management's Zimmer Biomet position peaked at $569K in Q4 2017.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.