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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
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whipplewood Advisors's ZBH Position: Q1 2026 in Review

Whipplewood Advisors increased its Zimmer Biomet (ZBH) stake by 33% in Q1 2026, buying an estimated $92 and bringing the position to 4 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Whipplewood Advisors first reported a position in ZBH in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.77K in Q4 2024. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

  • Whipplewood Advisors held 4 shares of Zimmer Biomet worth $362 as of Q1 2026.
  • Whipplewood Advisors bought 1 Zimmer Biomet share in Q1 2026, an estimated $92.
  • Zimmer Biomet made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #1000 holding.
  • Whipplewood Advisors first reported a position in Zimmer Biomet in Q4 2024 and has held it in 5 quarters since.
  • 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 Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.