Atria Wealth Solutions’s Zimmer Biomet ZBH Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-23,640	Closed	-$2.68M	–	1941
2025 Q1	$2.68M	Buy	23,640 +8,328	+54%	+$891K	0.03%	526
2024 Q4	$1.62M	Sell	15,312 -334	-2%	-$35.8K	0.02%	716
2024 Q3	$1.69M	Sell	15,646 -417	-3%	-$45.5K	0.02%	698
2024 Q2	$1.75M	Buy	16,063 +617	+4%	+$72.7K	0.02%	675
2024 Q1	$2.04M	Sell	15,446 -1,872	-11%	-$234K	0.02%	631
2023 Q4	$2.11M	Sell	17,318 -3,248	-16%	-$362K	0.03%	588
2023 Q3	$2.31M	Buy	20,566 +1,144	+6%	+$145K	0.03%	510
2023 Q2	$2.83M	Buy	19,422 +4,735	+32%	+$643K	0.04%	460
2023 Q1	$1.9M	Sell	14,687 -467	-3%	-$58.6K	0.03%	559
2022 Q4	$1.93M	Buy	15,154 +757	+5%	+$87.8K	0.03%	526
2022 Q3	$1.51M	Sell	14,397 -238	-2%	-$26.1K	0.03%	577
2022 Q2	$1.54M	Buy	14,635 +12,344	+539%	+$1.46M	0.03%	534
2022 Q1	$294K	Buy	+2,291	New	+$276K	﹤0.01%	1329

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

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