BRWA
ZBH icon

B. Riley Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$253K Sell
2,388
-16
-0.7% -$1.72K 0.01% 942
2024
Q3 		$260K Buy
2,404
+358
+17% +$39.1K 0.01% 1023
2024
Q2 		$223K Sell
2,046
-1,227
-37% -$145K 0.01% 1176
2024
Q1 		$368K Sell
3,273
-141
-4% -$17.6K 0.01% 948
2023
Q4 		$416K Buy
3,414
+141
+4% +$15.7K 0.01% 910
2023
Q3 		$368K Sell
3,273
-91
-3% -$11.6K 0.01% 948
2023
Q2 		$491K Buy
3,364
+186
+6% +$25.3K 0.01% 864
2023
Q1 		$411K Sell
3,178
-365
-10% -$45.8K 0.01% 895
2022
Q4 		$453K Buy
3,543
+45
+1% +$5.22K 0.01% 830
2022
Q3 		$366K Buy
3,498
+24
+0.7% +$2.63K 0.01% 905
2022
Q2 		$367K Sell
3,474
-566
-14% -$67.2K 0.02% 789
2022
Q1 		$518K Buy
4,040
+162
+4% +$19.5K 0.02% 730
2021
Q4 		$478K Buy
3,878
+456
+13% +$59.7K 0.01% 832
2021
Q3 		$491K Buy
3,422
+1
+0% +$147 0.02% 792
2021
Q2 		$534K Sell
3,421
-84
-2% -$13.6K 0.02% 739
2021
Q1 		$544K Buy
3,505
+1,655
+89% +$256K 0.02% 695
2020
Q4 		$277K Buy
+1,850
New +$261K 0.01% 804
2019
Q4 		– Sell
-2,916
Closed -$389K – 914
2019
Q3 		$389K Buy
2,916
+455
+18% +$58.8K 0.04% 498
2019
Q2 		$283K Buy
+2,461
New +$288K 0.03% 586
2015
Q1 		– Sell
-194
Closed -$21 – 2025
2014
Q4 		$21 Buy
+194
New +$20.4K ﹤0.01% 2531
2014
Q3 		– Sell
-341
Closed -$34.4K – 1927
2014
Q2 		$34.4K Buy
+341
New +$33.3K 0.01% 1190

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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Advisors's ZBH Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Zimmer Biomet (ZBH) stake by 0.67% in Q4 2024, selling an estimated $1.72K and leaving 2,388 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #942.

B. Riley Wealth Advisors first reported a position in ZBH in Q2 2014 and has held it in 21 quarters since. The position peaked at $544K in Q1 2021. 1,027 funds tracked by Wall St. Rank hold ZBH as of Q4 2024.

  • B. Riley Wealth Advisors held 2,388 shares of Zimmer Biomet worth $253K as of Q4 2024.
  • B. Riley Wealth Advisors sold 16 Zimmer Biomet shares in Q4 2024, an estimated $1.72K.
  • Zimmer Biomet made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #942 holding.
  • B. Riley Wealth Advisors first reported a position in Zimmer Biomet in Q2 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Zimmer Biomet position peaked at $544K in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.