Certified Advisory Corp’s Zimmer Biomet ZBH Stock Holding History

Certified Advisory Corp’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	-2,072	Closed	-$204K	–	328
2025 Q3	$204K	Buy	+2,072	New	+$205K	0.02%	310
2025 Q2	–	Sell	-2,071	Closed	-$234K	–	311
2025 Q1	$234K	Sell	2,071 -25	-1%	-$2.67K	0.03%	269
2024 Q4	$221K	Sell	2,096 -3	-0.1%	-$322	0.02%	276
2024 Q3	$227K	Buy	2,099 +4	+0.2%	+$437	0.03%	275
2024 Q2	$227K	Buy	2,095 +200	+11%	+$23.6K	0.03%	263
2024 Q1	$250K	Hold	1,895	–	–	0.03%	240
2023 Q4	$231K	Hold	1,895	–	–	0.04%	244
2023 Q3	$213K	Hold	1,895	–	–	0.04%	222
2023 Q2	$276K	Buy	1,895 +25	+1%	+$3.4K	0.05%	192
2023 Q1	$242K	Hold	1,870	–	–	0.04%	217
2022 Q4	$238K	Sell	1,870 -200	-10%	-$23.2K	0.05%	207
2022 Q3	$216K	Buy	+2,070	New	+$227K	0.05%	202
2022 Q2	–	Sell	-1,870	Closed	-$239K	–	260
2022 Q1	$239K	Sell	1,870 -56	-3%	-$6.75K	0.05%	195
2021 Q4	$238K	Hold	1,926	–	–	0.05%	199
2021 Q3	$274K	Hold	1,926	–	–	0.07%	184
2021 Q2	$301K	Buy	+1,926	New	+$312K	0.08%	178
2018 Q2	–	Sell	-52	Closed	-$5K	–	800
2018 Q1	$5K	Buy	+52	New	+$6.04K	﹤0.01%	609

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Certified Advisory Corp's ZBH Position: Q4 2025 in Review

Certified Advisory Corp sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 2,072 shares — an estimated $204K sold.

Certified Advisory Corp first reported a position in ZBH in Q1 2018 and held it in 17 quarters. The position peaked at $301K in Q2 2021. 946 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Certified Advisory Corp reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Certified Advisory Corp sold 2,072 Zimmer Biomet shares in Q4 2025, an estimated $204K.
Certified Advisory Corp first reported a position in Zimmer Biomet in Q1 2018 and held it in 17 quarters.
Certified Advisory Corp's Zimmer Biomet position peaked at $301K in Q2 2021.
946 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Certified Advisory Corp's 13F filing for Q4 2025, filed 12 Jan 2026.