Winch Advisory Services’s Zimmer Biomet ZBH Stock Holding History

Winch Advisory Services’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	$13.6K	Hold	150	–	–	﹤0.01%	292
2025 Q4	$13.5K	Hold	150	–	–	﹤0.01%	279
2025 Q3	$14.8K	Hold	150	–	–	﹤0.01%	267
2025 Q2	$13.7K	Hold	150	–	–	﹤0.01%	270
2025 Q1	$17K	Hold	150	–	–	﹤0.01%	235
2024 Q4	$15.8K	Hold	150	–	–	﹤0.01%	250
2024 Q3	$16.2K	Hold	150	–	–	﹤0.01%	228
2024 Q2	$16.3K	Hold	150	–	–	﹤0.01%	224
2024 Q1	$19.8K	Hold	150	–	–	0.01%	209
2023 Q4	$18.3K	Hold	150	–	–	0.01%	212
2023 Q3	$17K	Hold	150	–	–	0.01%	212
2023 Q2	$22K	Hold	150	–	–	0.01%	188
2023 Q1	$19K	Hold	150	–	–	0.01%	199
2022 Q4	$19K	Hold	150	–	–	0.01%	190
2022 Q3	$16K	Sell	150 -9	-6%	-$988	0.01%	191
2022 Q2	$17K	Hold	159	–	–	0.01%	193
2022 Q1	$20K	Sell	159 -5	-3%	-$603	0.01%	205
2021 Q4	$20K	Hold	164	–	–	0.01%	207
2021 Q3	$23K	Hold	164	–	–	0.01%	199
2021 Q2	$26K	Hold	164	–	–	0.01%	175
2021 Q1	$25K	Hold	164	–	–	0.01%	165
2020 Q4	$24K	Buy	164 +1	+0.6%	+$141	0.01%	146
2020 Q3	$22K	Hold	163	–	–	0.01%	136
2020 Q2	$19K	Hold	163	–	–	0.01%	145
2020 Q1	$16K	Buy	163 +1	+0.6%	+$131	0.01%	144
2019 Q4	$24K	Hold	162	–	–	0.01%	146
2019 Q3	$22K	Hold	162	–	–	0.01%	141
2019 Q2	$18K	Hold	162	–	–	0.01%	160
2019 Q1	$20K	Buy	162 +1	+0.6%	+$114	0.01%	151
2018 Q4	$16K	Hold	161	–	–	0.01%	147
2018 Q3	$20K	Hold	161	–	–	0.01%	141
2018 Q2	$17K	Buy	161 +1	+0.6%	+$109	0.01%	162
2018 Q1	$17K	Hold	160	–	–	0.01%	166
2017 Q4	$19K	Hold	160	–	–	0.01%	149
2017 Q3	$18K	Buy	160 +1	+0.6%	+$115	0.01%	140
2017 Q2	$20K	Hold	159	–	–	0.01%	154
2017 Q1	$19K	Hold	159	–	–	0.01%	146
2016 Q4	$16K	Buy	159 +1	+0.6%	+$107	0.01%	131
2016 Q3	$20K	Hold	158	–	–	0.02%	120
2016 Q2	$18K	Hold	158	–	–	0.02%	111
2016 Q1	$16K	Buy	158 +1	+0.6%	+$97	0.03%	88
2015 Q4	$16K	Hold	157	–	–	0.02%	101
2015 Q3	$14K	Hold	157	–	–	0.02%	97
2015 Q2	$17K	Hold	157	–	–	0.01%	147
2015 Q1	$18K	Buy	+157	New	+$17.9K	0.01%	117
2014 Q4	–	Sell	-156	Closed	-$15K	–	185
2014 Q3	$15K	Hold	156	–	–	0.01%	112
2014 Q2	$16K	Buy	156 +1	+0.6%	+$98	0.01%	139
2014 Q1	$14K	Buy	+155	New	+$14.3K	0.01%	154

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winch Advisory Services's ZBH Position: Q1 2026 in Review

Winch Advisory Services held its Zimmer Biomet (ZBH) position steady in Q1 2026 at 150 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Winch Advisory Services first reported a position in ZBH in Q1 2014 and has held it in 48 quarters since. The position peaked at $26K in Q2 2021. 912 funds tracked by Wall St. Rank hold ZBH as of Q1 2026.

Winch Advisory Services held 150 shares of Zimmer Biomet worth $13.6K as of Q1 2026.
Winch Advisory Services left its Zimmer Biomet share count unchanged in Q1 2026.
Zimmer Biomet made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #292 holding.
Winch Advisory Services first reported a position in Zimmer Biomet in Q1 2014 and has held it in 48 quarters since.
Winch Advisory Services's Zimmer Biomet position peaked at $26K in Q2 2021.
912 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.