Evercore Wealth Management, LLC
Position in ZBH — Zimmer Biomet Holdings, Inc.
CIK 1482689
New York, NY
Position in ZBH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,249
-$13,744 QoQ
Shares Held
3,174
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#552
of 903 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ZBH Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Evercore Wealth Management, LLC holds $18,113,127 across 7 Medical Devices names. ZBH ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
29,457 | $9,274,241 | |
| 2 | ABT |
Abbott Laboratories
|
59,037 | $5,357,017 | |
| 3 | MDT |
Medtronic plc
|
26,039 | $2,037,030 | |
| 4 | STE |
STERIS plc
|
3,946 | $830,909 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
This page
|
3,174 | $273,249 | |
| 6 | EW |
Edwards Lifesciences Corp
|
2,633 | $238,181 | |
| 7 | LAB |
Standard Biotools Inc.
|
125,000 | $102,500 |
All Filings in ZBH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,249 | 3,174 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $286,993 | 3,174 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $285,406 | 3,174 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $329,187 | 3,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $304,823 | 3,342 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $378,247 | 3,342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $353,015 | 3,342 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $360,768 | 3,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $365,094 | 3,364 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $443,980 | 3,364 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $408,059 | 3,353 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $375,038 | 3,342 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $486,594 | 3,342 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $431,785 | 3,342 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $428,272 | 3,359 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $357,769 | 3,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $351,110 | 3,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $427,441 | 3,342 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $424,566 | 3,342 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $489,134 | 3,342 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $537,459 | 3,342 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $537,388 | 3,357 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $517,742 | 3,360 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $454,707 | 3,340 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $397,110 | 3,327 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $345,490 | 3,418 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||