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Briaud Financial Planning’s Zimmer Biomet ZBH Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-30
Closed -$2K – 353
2025
Q2 		$2K Buy
+30
New +$2.9K ﹤0.01% 327
2023
Q4 		– Sell
-20
Closed -$2K – 172
2023
Q3 		$2K Buy
+20
New +$2.54K ﹤0.01% 141

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's ZBH Position: Q3 2025 in Review

Briaud Financial Planning sold out of Zimmer Biomet (ZBH) in Q3 2025, closing a stake of 30 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in ZBH in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2025. 966 funds tracked by Wall St. Rank hold ZBH as of Q3 2025.

  • Briaud Financial Planning reported no remaining Zimmer Biomet position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 30 Zimmer Biomet shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in Zimmer Biomet in Q3 2023 and held it in 2 quarters.
  • Briaud Financial Planning's Zimmer Biomet position peaked at $2K in Q2 2025.
  • 966 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.