Avantax Advisory Services’s Zimmer Biomet ZBH Stock Holding History

Avantax 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
2025 Q2	$662K	Sell	7,263 -262	-3%	-$25.3K	﹤0.01%	1417
2025 Q1	$852K	Buy	7,525 +693	+10%	+$74.1K	0.01%	1179
2024 Q4	$722K	Buy	6,832 +1,833	+37%	+$197K	﹤0.01%	1223
2024 Q3	$540K	Buy	4,999 +719	+17%	+$78.5K	﹤0.01%	1359
2024 Q2	$464K	Buy	4,280 +867	+25%	+$102K	﹤0.01%	1411
2024 Q1	$450K	Sell	3,413 -34	-1%	-$4.25K	﹤0.01%	1095
2023 Q4	$420K	Sell	3,447 -493	-13%	-$55K	﹤0.01%	1071
2023 Q3	$442K	Buy	3,940 +363	+10%	+$46.1K	﹤0.01%	995
2023 Q2	$521K	Sell	3,577 -85	-2%	-$11.6K	0.01%	929
2023 Q1	$473K	Buy	3,662 +24	+0.7%	+$3.01K	0.01%	940
2022 Q4	$464K	Sell	3,638 -729	-17%	-$84.6K	0.01%	898
2022 Q3	$457K	Buy	4,367 +902	+26%	+$99K	0.01%	818
2022 Q2	$364K	Buy	3,465 +470	+16%	+$55.8K	0.01%	923
2022 Q1	$381K	Buy	2,995 +1,162	+63%	+$140K	0.01%	893
2021 Q4	$226K	Buy	+1,833	New	+$240K	﹤0.01%	1115
2020 Q4	–	Sell	-3,870	Closed	-$513K	–	1374
2020 Q3	$513K	Buy	+3,870	New	+$506K	0.01%	775
2020 Q1	–	Sell	-1,406	Closed	-$205K	–	907
2019 Q4	$205K	Buy	+1,406	New	+$194K	﹤0.01%	775

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

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

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

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

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

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

Avantax Advisory Services's ZBH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Zimmer Biomet (ZBH) stake by 3.5% in Q2 2025, selling an estimated $25.3K and leaving 7,263 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Avantax Advisory Services first reported a position in ZBH in Q4 2019 and has held it in 17 quarters since. The position peaked at $852K in Q1 2025. 935 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

Avantax Advisory Services held 7,263 shares of Zimmer Biomet worth $662K as of Q2 2025.
Avantax Advisory Services sold 262 Zimmer Biomet shares in Q2 2025, an estimated $25.3K.
Zimmer Biomet made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1417 holding.
Avantax Advisory Services first reported a position in Zimmer Biomet in Q4 2019 and has held it in 17 quarters since.
Avantax Advisory Services's Zimmer Biomet position peaked at $852K in Q1 2025.
935 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.