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Whipplewood Advisors’s Zimmer Biomet ZBH Stock Holding History

Whipplewood 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 		– Sell
-4
Closed -$362 – 1045
2026
Q1 		$362 Buy
4
+1
+33% +$92 ﹤0.01% 1000
2025
Q4 		$270 Buy
+3
New +$284 ﹤0.01% 488
2025
Q3 		– Sell
-37
Closed -$3.38K – 1181
2025
Q2 		$3.38K Buy
37
+2
+6% +$193 ﹤0.01% 775
2025
Q1 		$4.75K Sell
35
-48
-58% -$5.13K ﹤0.01% 710
2024
Q4 		$8.77K Buy
+83
New +$8.91K 0.01% 577

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's ZBH Position: Q2 2026 in Review

Whipplewood Advisors sold out of Zimmer Biomet (ZBH) in Q2 2026, closing a stake of 4 shares — an estimated $362 sold.

Whipplewood Advisors first reported a position in ZBH in Q4 2024 and held it in 5 quarters. The position peaked at $8.77K in Q4 2024. 912 funds tracked by Wall St. Rank hold ZBH as of Q2 2026.

  • Whipplewood Advisors reported no remaining Zimmer Biomet position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 4 Zimmer Biomet shares in Q2 2026, an estimated $362.
  • Whipplewood Advisors first reported a position in Zimmer Biomet in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Zimmer Biomet position peaked at $8.77K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.