Welch Group
ZBH icon

Welch Group’s Zimmer Biomet ZBH Stock Holding History

Welch Group’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
Q3 		$493K Hold
5,550
– – 0.02% 194
2026
Q2 		$478K Hold
5,550
– – 0.02% 197
2026
Q1 		$502K Buy
5,550
+200
+4% +$18.4K 0.02% 179
2025
Q4 		$481K Sell
5,350
-200
-4% -$19K 0.02% 177
2025
Q3 		$547K Hold
5,550
– – 0.02% 158
2025
Q2 		$506K Buy
5,550
+342
+7% +$33.1K 0.02% 157
2025
Q1 		$585K Sell
5,208
-53
-1% -$5.67K 0.03% 131
2024
Q4 		$554K Hold
5,261
– – 0.03% 146
2024
Q3 		$568K Sell
5,261
-54
-1% -$5.89K 0.02% 133
2024
Q2 		$577K Buy
5,315
+2,300
+76% +$271K 0.03% 132
2024
Q1 		$398K Buy
3,015
+1
+0% +$125 0.02% 144
2023
Q4 		$367K Buy
3,014
+900
+43% +$100K 0.02% 154
2023
Q3 		$237K Hold
2,114
– – 0.01% 183
2023
Q2 		$308K Sell
2,114
-32
-1% -$4.35K 0.02% 155
2023
Q1 		$277K Buy
2,146
+2
+0.1% +$251 0.02% 164
2022
Q4 		$273K Hold
2,144
– – 0.02% 173
2022
Q3 		$224K Sell
2,144
-300
-12% -$32.9K 0.01% 159
2022
Q2 		$257K Hold
2,444
– – 0.02% 161
2022
Q1 		$313K Buy
2,444
+8
+0.3% +$964 0.02% 159
2021
Q4 		$300K Sell
2,436
-207
-8% -$27.1K 0.02% 174
2021
Q3 		$375K Buy
2,643
+32
+1% +$4.71K 0.03% 124
2021
Q2 		$408K Buy
2,611
+42
+2% +$6.8K 0.03% 118
2021
Q1 		$399K Buy
+2,569
New +$398K 0.03% 118
2020
Q1 		– Sell
-927
Closed -$135K – 176
2019
Q4 		$135K Buy
+927
New +$128K 0.01% 137
2018
Q4 		– Sell
-618
Closed -$78.9M – 151
2018
Q3 		$78.9M Buy
+618
New +$73.5K 8.22% 1

Other funds holding ZBH

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Welch Group's ZBH Position: Q3 2026 in Review

Welch Group held its Zimmer Biomet (ZBH) position steady in Q3 2026 at 5,550 shares worth $493K. The position accounts for 0.02% of the portfolio, ranked #194.

Welch Group first reported a position in ZBH in Q3 2018 and has held it in 25 quarters since. The position peaked at $78.9M in Q3 2018. 295 funds tracked by Wall St. Rank hold ZBH as of Q3 2026.

  • Welch Group held 5,550 shares of Zimmer Biomet worth $493K as of Q3 2026.
  • Welch Group left its Zimmer Biomet share count unchanged in Q3 2026.
  • Zimmer Biomet made up 0.02% of Welch Group's portfolio in Q3 2026, its #194 holding.
  • Welch Group first reported a position in Zimmer Biomet in Q3 2018 and has held it in 25 quarters since.
  • Welch Group's Zimmer Biomet position peaked at $78.9M in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.