Avalon Trust’s Zimmer Biomet ZBH Stock Holding History

Avalon Trust’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 Q4	–	Sell	-48	Closed	-$4.73K	–	632
2025 Q3	$4.73K	Buy	+48	New	+$4.76K	﹤0.01%	438

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avalon Trust's ZBH Position: Q4 2025 in Review

Avalon Trust sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 48 shares — an estimated $4.73K sold.

Avalon Trust first reported a position in ZBH in Q3 2025 and held it in 1 quarter. The position peaked at $4.73K in Q3 2025. 947 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Avalon Trust reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 48 Zimmer Biomet shares in Q4 2025, an estimated $4.73K.
Avalon Trust first reported a position in Zimmer Biomet in Q3 2025 and held it in 1 quarter.
Avalon Trust's Zimmer Biomet position peaked at $4.73K in Q3 2025.
947 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.