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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atria Wealth Solutions's ZBH Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 23,640 shares — an estimated $2.68M sold.

Atria Wealth Solutions first reported a position in ZBH in Q1 2022 and held it in 13 quarters. The position peaked at $2.83M in Q2 2023. 937 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,640 Zimmer Biomet shares in Q2 2025, an estimated $2.68M.
  • Atria Wealth Solutions first reported a position in Zimmer Biomet in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Zimmer Biomet position peaked at $2.83M in Q2 2023.
  • 937 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.