Waverly Advisors’s Zimmer Biomet ZBH Stock Holding History

Waverly 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
2026 Q1	$2.45M	Buy	27,074 +369	+1%	+$33.9K	0.02%	599
2025 Q4	$2.4M	Buy	26,705 +24,638	+1,192%	+$2.34M	0.02%	560
2025 Q3	$204K	Buy	+2,067	New	+$205K	﹤0.01%	1211
2015 Q4	–	Sell	-155	Closed	-$14K	–	398
2015 Q3	$14K	Hold	155	–	–	0.01%	326
2015 Q2	$16K	Hold	155	–	–	0.01%	232
2015 Q1	$18K	Buy	+155	New	+$17.7K	0.01%	205
2014 Q4	–	Sell	-129	Closed	-$13K	–	689
2014 Q3	$13K	Hold	129	–	–	0.01%	421
2014 Q2	$13K	Hold	129	–	–	0.01%	400
2014 Q1	$12K	Sell	129 -327	-72%	-$30.1K	0.01%	394
2013 Q4	$41K	Buy	456 +128	+39%	+$11.1K	0.01%	357
2013 Q3	$26K	Buy	+328	New	+$25.8K	0.01%	328

Other funds holding ZBH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Baltimore, Maryland $865B AUM 30.76% 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

Waverly Advisors's ZBH Position: Q1 2026 in Review

Waverly Advisors increased its Zimmer Biomet (ZBH) stake by 1.4% in Q1 2026, buying an estimated $33.9K and bringing the position to 27,074 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #599.

Waverly Advisors first reported a position in ZBH in Q3 2013 and has held it in 11 quarters since. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Waverly Advisors held 27,074 shares of Zimmer Biomet worth $2.45M as of Q1 2026.
Waverly Advisors bought 369 Zimmer Biomet shares in Q1 2026, an estimated $33.9K.
Zimmer Biomet made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #599 holding.
Waverly Advisors first reported a position in Zimmer Biomet in Q3 2013 and has held it in 11 quarters since.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.