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Caldwell Trust’s Zimmer Biomet ZBH Stock Holding History

Caldwell 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
-80
Closed -$7.88K – 792
2025
Q3 		$7.88K Hold
80
– – ﹤0.01% 658
2025
Q2 		$7.3K Sell
80
-6
-7% -$580 ﹤0.01% 660
2025
Q1 		$9.73K Buy
86
+83
+2,767% +$8.88K ﹤0.01% 638
2024
Q4 		$317 Hold
3
– – ﹤0.01% 709
2024
Q3 		$324 Buy
+3
New +$327 ﹤0.01% 700
2022
Q4 		– Sell
-40
Closed -$4.18K – 748
2022
Q3 		$4.18K Hold
40
– – ﹤0.01% 666
2022
Q2 		$4.2K Hold
40
– – ﹤0.01% 691
2022
Q1 		$5.12K Sell
40
-1
-2% -$121 ﹤0.01% 686
2021
Q4 		$5.08K Hold
41
– – ﹤0.01% 680
2021
Q3 		$5.85K Hold
41
– – ﹤0.01% 664
2021
Q2 		$6.43K Sell
41
-24
-37% -$3.89K ﹤0.01% 667
2021
Q1 		$10.1K Sell
65
-824
-93% -$128K ﹤0.01% 630
2020
Q4 		$133K Sell
889
-2,832
-76% -$400K 0.02% 303
2020
Q3 		$492K Sell
3,721
-732
-16% -$95.6K 0.08% 170
2020
Q2 		$516K Sell
4,453
-643
-13% -$74.1K 0.09% 170
2020
Q1 		$500K Sell
5,096
-309
-6% -$40.5K 0.09% 157
2019
Q4 		$786K Buy
+5,405
New +$746K 0.12% 138

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Caldwell Trust's ZBH Position: Q4 2025 in Review

Caldwell Trust sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 80 shares — an estimated $7.88K sold.

Caldwell Trust first reported a position in ZBH in Q4 2019 and held it in 17 quarters. The position peaked at $786K in Q4 2019. 946 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

  • Caldwell Trust reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 80 Zimmer Biomet shares in Q4 2025, an estimated $7.88K.
  • Caldwell Trust first reported a position in Zimmer Biomet in Q4 2019 and held it in 17 quarters.
  • Caldwell Trust's Zimmer Biomet position peaked at $786K in Q4 2019.
  • 946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.