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Costello Asset Management’s Zimmer Biomet ZBH Stock Holding History

Costello Asset 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
Q4 		– Sell
-665
Closed -$65.5K – 727
2025
Q3 		$65.5K Sell
665
-2,195
-77% -$218K 0.02% 199
2025
Q2 		$261K Sell
2,860
-6,560
-70% -$634K 0.1% 97
2025
Q1 		$1.07M Sell
9,420
-5,162
-35% -$552K 0.43% 40
2024
Q4 		$1.54M Sell
14,582
-2,977
-17% -$319K 1.02% 35
2024
Q3 		$1.9M Sell
17,559
-8,618
-33% -$941K 1.27% 28
2024
Q2 		$2.84M Sell
26,177
-1,570
-6% -$185K 2.12% 20
2024
Q1 		$3.66M Sell
27,747
-18,375
-40% -$2.3M 2.62% 16
2023
Q4 		$5.61M Sell
46,122
-2,171
-4% -$242K 4.66% 5
2023
Q3 		$5.42M Sell
48,293
-209
-0.4% -$26.5K 4.98% 5
2023
Q2 		$7.06M Buy
48,502
+6,355
+15% +$864K 6.05% 4
2023
Q1 		$5.45M Buy
42,147
+8,171
+24% +$1.03M 5.61% 4
2022
Q4 		$4.33M Buy
33,976
+112
+0.3% +$13K 3.9% 7
2022
Q3 		$3.54M Buy
33,864
+9,447
+39% +$1.04M 3.34% 8
2022
Q2 		$2.56M Buy
24,417
+6,668
+38% +$791K 2.22% 14
2022
Q1 		$2.27M Sell
17,749
-1,052
-6% -$127K 1.56% 22
2021
Q4 		$2.32M Buy
18,801
+742
+4% +$97.1K 1.42% 25
2021
Q3 		$2.56M Sell
18,059
-2,467
-12% -$363K 1.63% 20
2021
Q2 		$3.21M Sell
20,526
-560
-3% -$90.7K 2.1% 17
2021
Q1 		$3.28M Buy
21,086
+486
+2% +$75.3K 2.26% 16
2020
Q4 		$3.08M Buy
20,600
+352
+2% +$49.7K 2.33% 16
2020
Q3 		$2.68M Buy
20,248
+2,279
+13% +$298K 2.36% 18
2020
Q2 		$2.08M Buy
+17,969
New +$2.07M 2.05% 19

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Costello Asset Management's ZBH Position: Q4 2025 in Review

Costello Asset Management sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 665 shares — an estimated $65.5K sold.

Costello Asset Management first reported a position in ZBH in Q2 2020 and held it in 22 quarters. The position peaked at $7.06M in Q2 2023. 945 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

  • Costello Asset Management reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 665 Zimmer Biomet shares in Q4 2025, an estimated $65.5K.
  • Costello Asset Management first reported a position in Zimmer Biomet in Q2 2020 and held it in 22 quarters.
  • Costello Asset Management's Zimmer Biomet position peaked at $7.06M in Q2 2023.
  • 945 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.