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Congress Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Congress Wealth Management’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
Q2 		$753K Buy
8,253
+5,130
+164% +$496K 0.01% 786
2025
Q1 		$353K Buy
3,123
+236
+8% +$25.2K ﹤0.01% 906
2024
Q4 		$305K Sell
2,887
-5,242
-64% -$562K ﹤0.01% 762
2024
Q3 		$878K Buy
8,129
+2,826
+53% +$308K 0.01% 534
2024
Q2 		$576K Buy
+5,303
New +$625K 0.01% 515

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 $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's ZBH Position: Q2 2025 in Review

Congress Wealth Management increased its Zimmer Biomet (ZBH) stake by 164% in Q2 2025, buying an estimated $496K and bringing the position to 8,253 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #786.

Congress Wealth Management first reported a position in ZBH in Q2 2024 and has held it in 5 quarters since. The position peaked at $878K in Q3 2024. 938 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Congress Wealth Management held 8,253 shares of Zimmer Biomet worth $753K as of Q2 2025.
  • Congress Wealth Management bought 5,130 Zimmer Biomet shares in Q2 2025, an estimated $496K.
  • Zimmer Biomet made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #786 holding.
  • Congress Wealth Management first reported a position in Zimmer Biomet in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Zimmer Biomet position peaked at $878K in Q3 2024.
  • 938 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.