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 Q2	$2.38M	Buy	27,607 +533	+2%	+$46.7K	0.01%	649
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 $191B AUM 17.5% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's ZBH Position: Q2 2026 in Review

Waverly Advisors increased its Zimmer Biomet (ZBH) stake by 2% in Q2 2026, buying an estimated $46.7K and bringing the position to 27,607 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #649.

Waverly Advisors first reported a position in ZBH in Q3 2013 and has held it in 12 quarters since. The position peaked at $2.45M in Q1 2026. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Waverly Advisors held 27,607 shares of Zimmer Biomet worth $2.38M as of Q2 2026.
Waverly Advisors bought 533 Zimmer Biomet shares in Q2 2026, an estimated $46.7K.
Zimmer Biomet made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #649 holding.
Waverly Advisors first reported a position in Zimmer Biomet in Q3 2013 and has held it in 12 quarters since.
Waverly Advisors's Zimmer Biomet position peaked at $2.45M in Q1 2026.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.