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Castleview Partners’s Zimmer Biomet ZBH Stock Holding History

Castleview Partners’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
-133
Closed -$13.9K – 593
2024
Q4 		$13.9K Buy
133
+5
+4% +$536 0.01% 532
2024
Q3 		$13.8K Buy
128
+2
+2% +$218 0.01% 507
2024
Q2 		$13.7K Buy
126
+22
+21% +$2.59K 0.01% 480
2024
Q1 		$13.7K Hold
104
– – 0.01% 510
2023
Q4 		$12.6K Buy
+104
New +$11.6K 0.01% 494
2022
Q1 		– Sell
-13,608
Closed -$104 – 1040
2021
Q4 		$104 Buy
+13,608
New +$1.78M ﹤0.01% 787

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Castleview Partners's ZBH Position: Q1 2025 in Review

Castleview Partners sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 133 shares — an estimated $13.9K sold.

Castleview Partners first reported a position in ZBH in Q4 2021 and held it in 6 quarters. The position peaked at $13.9K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Castleview Partners reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 133 Zimmer Biomet shares in Q1 2025, an estimated $13.9K.
  • Castleview Partners first reported a position in Zimmer Biomet in Q4 2021 and held it in 6 quarters.
  • Castleview Partners's Zimmer Biomet position peaked at $13.9K in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.