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Dogwood Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Dogwood 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 		– Sell
-14
Closed -$1.58K – 743
2025
Q1 		$1.58K Buy
+14
New +$1.5K ﹤0.01% 386
2024
Q3 		– Hold
0
– – – 426
2024
Q2 		– Hold
0
– – – 552
2024
Q1 		– Hold
0
– – – 447
2023
Q4 		– Hold
0
– – – 435

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Dogwood Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 14 shares — an estimated $1.58K sold.

Dogwood Wealth Management first reported a position in ZBH in Q1 2025 and held it in 1 quarter. The position peaked at $1.58K in Q1 2025. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Dogwood Wealth Management reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 14 Zimmer Biomet shares in Q2 2025, an estimated $1.58K.
  • Dogwood Wealth Management first reported a position in Zimmer Biomet in Q1 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Zimmer Biomet position peaked at $1.58K in Q1 2025.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Dogwood Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.