Clearstead Trust’s Zimmer Biomet ZBH Stock Holding History

Clearstead 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	-12	Closed	-$1.18K	–	1565
2025 Q3	$1.18K	Hold	12	–	–	﹤0.01%	1167
2025 Q2	$1.09K	Buy	+12	New	+$1.16K	﹤0.01%	1136

Other funds holding ZBH

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Trust's ZBH Position: Q4 2025 in Review

Clearstead Trust sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 12 shares — an estimated $1.18K sold.

Clearstead Trust first reported a position in ZBH in Q2 2025 and held it in 2 quarters. The position peaked at $1.18K in Q3 2025. 947 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Clearstead Trust reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 Zimmer Biomet shares in Q4 2025, an estimated $1.18K.
Clearstead Trust first reported a position in Zimmer Biomet in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Zimmer Biomet position peaked at $1.18K in Q3 2025.
947 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.