Welch & Forbes’s Zimmer Biomet ZBH Stock Holding History

Welch & Forbes’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	$441K	Buy	5,127 +51	+1%	+$4.47K	0.01%	304
2026 Q1	$459K	Sell	5,076 -1,728	-25%	-$159K	0.01%	282
2025 Q4	$612K	Sell	6,804 -2,440	-26%	-$231K	0.01%	259
2025 Q3	$911K	Sell	9,244 -200	-2%	-$19.8K	0.01%	233
2025 Q2	$861K	Sell	9,444 -50	-0.5%	-$4.83K	0.01%	231
2025 Q1	$1.07M	Sell	9,494 -1,046	-10%	-$112K	0.01%	220
2024 Q4	$1.11M	Sell	10,540 -233	-2%	-$25K	0.01%	222
2024 Q3	$1.16M	Sell	10,773 -775	-7%	-$84.6K	0.01%	219
2024 Q2	$1.22M	Sell	11,548 -500	-4%	-$58.9K	0.02%	213
2024 Q1	$1.59M	Sell	12,048 -1,024	-8%	-$128K	0.02%	199
2023 Q4	$1.59M	Sell	13,072 -1,549	-11%	-$173K	0.02%	201
2023 Q3	$1.64M	Sell	14,621 -788	-5%	-$100K	0.03%	191
2023 Q2	$2.24M	Buy	15,409 +383	+3%	+$52K	0.04%	175
2023 Q1	$1.94M	Hold	15,026	–	–	0.03%	179
2022 Q4	$1.92M	Buy	15,026 +547	+4%	+$63.5K	0.03%	178
2022 Q3	$1.51M	Sell	14,479 -685	-5%	-$75.2K	0.03%	191
2022 Q2	$1.59M	Sell	15,164 -300	-2%	-$35.6K	0.03%	190
2022 Q1	$1.98M	Sell	15,464 -680	-4%	-$82K	0.03%	181
2021 Q4	$1.99M	Sell	16,144 -618	-4%	-$80.9K	0.03%	183
2021 Q3	$2.38M	Sell	16,762 -756	-4%	-$111K	0.04%	166
2021 Q2	$2.73M	Sell	17,518 -62	-0.4%	-$10K	0.05%	160
2021 Q1	$2.73M	Sell	17,580 -247	-1%	-$38.3K	0.05%	158
2020 Q4	$2.67M	Sell	17,827 -798	-4%	-$113K	0.05%	150
2020 Q3	$2.46M	Sell	18,625 -799	-4%	-$104K	0.05%	148
2020 Q2	$2.25M	Sell	19,424 -2,494	-11%	-$287K	0.05%	150
2020 Q1	$2.15M	Sell	21,918 -3,708	-14%	-$486K	0.06%	150
2019 Q4	$3.72M	Sell	25,626 -736	-3%	-$102K	0.08%	139
2019 Q3	$3.51M	Sell	26,362 -272	-1%	-$35.1K	0.08%	141
2019 Q2	$3.04M	Sell	26,634 -1,449	-5%	-$170K	0.07%	150
2019 Q1	$3.48M	Sell	28,083 -2,858	-9%	-$325K	0.09%	140
2018 Q4	$3.12M	Hold	30,941	–	–	0.09%	138
2018 Q3	$3.95M	Sell	30,941 -1,425	-4%	-$169K	0.09%	137
2018 Q2	$3.5M	Sell	32,366 -3,194	-9%	-$348K	0.09%	141
2018 Q1	$3.77M	Sell	35,560 -2,025	-5%	-$235K	0.1%	140
2017 Q4	$4.4M	Sell	37,585 -5,594	-13%	-$633K	0.12%	129
2017 Q3	$4.91M	Sell	43,179 -243	-0.6%	-$28.1K	0.13%	133
2017 Q2	$5.41M	Sell	43,422 -1,899	-4%	-$225K	0.15%	122
2017 Q1	$5.37M	Sell	45,321 -470	-1%	-$53.3K	0.15%	122
2016 Q4	$4.59M	Sell	45,791 -154	-0.3%	-$16.5K	0.14%	128
2016 Q3	$5.8M	Hold	45,945	–	–	0.2%	104
2016 Q2	$5.37M	Hold	45,945	–	–	0.16%	118
2016 Q1	$4.76M	Sell	45,945 -335	-0.7%	-$32.4K	0.15%	123
2015 Q4	$4.61M	Sell	46,280 -1,880	-4%	-$184K	0.15%	120
2015 Q3	$4.39M	Sell	48,160 -922	-2%	-$92.4K	0.15%	122
2015 Q2	$5.21M	Sell	49,082 -3,502	-7%	-$387K	0.16%	123
2015 Q1	$6M	Sell	52,584 -968	-2%	-$110K	0.18%	114
2014 Q4	$5.9M	Buy	53,552 +1,075	+2%	+$113K	0.17%	118
2014 Q3	$5.12M	Sell	52,477 -1,921	-4%	-$189K	0.16%	123
2014 Q2	$5.48M	Sell	54,398 -61	-0.1%	-$5.95K	0.17%	113
2014 Q1	$5M	Sell	54,459 -141	-0.3%	-$13K	0.16%	121
2013 Q4	$4.94M	Sell	54,600 -98	-0.2%	-$8.48K	0.16%	122
2013 Q3	$4.36M	Sell	54,698 -1,533	-3%	-$121K	0.15%	123
2013 Q2	$4.09M	Buy	+56,231	New	+$4.2M	0.15%	122

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 $3.37T AUM 44.26% 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

Welch & Forbes's ZBH Position: Q2 2026 in Review

Welch & Forbes increased its Zimmer Biomet (ZBH) stake by 1% in Q2 2026, buying an estimated $4.47K and bringing the position to 5,127 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #304.

Welch & Forbes first reported a position in ZBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $6M in Q1 2015. 906 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

Welch & Forbes held 5,127 shares of Zimmer Biomet worth $441K as of Q2 2026.
Welch & Forbes bought 51 Zimmer Biomet shares in Q2 2026, an estimated $4.47K.
Zimmer Biomet made up 0.01% of Welch & Forbes's portfolio in Q2 2026, its #304 holding.
Welch & Forbes first reported a position in Zimmer Biomet in Q2 2013 and has held it in 53 quarters since.
Welch & Forbes's Zimmer Biomet position peaked at $6M in Q1 2015.
906 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.