Carolinas Wealth Consulting’s Zimmer Biomet ZBH Stock Holding History

Carolinas Wealth Consulting’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 Q1	–	Sell	-10	Closed	-$1.06K	–	1102
2024 Q4	$1.06K	Buy	10 +5	+100%	+$536	﹤0.01%	937
2024 Q3	$541	Hold	5	–	–	﹤0.01%	998
2024 Q2	$543	Sell	5 -3	-38%	-$354	﹤0.01%	982
2024 Q1	$1.06K	Buy	8 +3	+60%	+$375	﹤0.01%	889
2023 Q4	$610	Hold	5	–	–	﹤0.01%	891
2023 Q3	$522	Hold	5	–	–	﹤0.01%	923
2023 Q2	$728	Hold	5	–	–	﹤0.01%	945
2023 Q1	$647	Sell	5 -5	-50%	-$628	﹤0.01%	957
2022 Q4	$1.28K	Buy	10 +5	+100%	+$580	﹤0.01%	863
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	870
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	875
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	901
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	950
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	923
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	931
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	926
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	847
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	901
2020 Q2	$1K	Buy	+5	New	+$576	﹤0.01%	632

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's ZBH Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 10 shares — an estimated $1.06K sold.

Carolinas Wealth Consulting first reported a position in ZBH in Q2 2020 and held it in 19 quarters. The position peaked at $1.28K in Q4 2022. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

Carolinas Wealth Consulting reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 10 Zimmer Biomet shares in Q1 2025, an estimated $1.06K.
Carolinas Wealth Consulting first reported a position in Zimmer Biomet in Q2 2020 and held it in 19 quarters.
Carolinas Wealth Consulting's Zimmer Biomet position peaked at $1.28K in Q4 2022.
1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.