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Financial Advocates Investment Management’s Zimmer Biomet ZBH Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-2,476
Closed -$262K – 805
2024
Q4 		$262K Sell
2,476
-577
-19% -$61.9K 0.01% 635
2024
Q3 		$330K Buy
3,053
+103
+3% +$11.2K 0.02% 577
2024
Q2 		$320K Sell
2,950
-134
-4% -$15.8K 0.02% 562
2024
Q1 		$407K Buy
3,084
+548
+22% +$68.5K 0.02% 501
2023
Q4 		$309K Sell
2,536
-89
-3% -$9.93K 0.02% 547
2023
Q3 		$295K Buy
2,625
+97
+4% +$12.3K 0.02% 526
2023
Q2 		$368K Buy
2,528
+2
+0.1% +$272 0.03% 463
2023
Q1 		$326K Buy
2,526
+325
+15% +$40.8K 0.02% 529
2022
Q4 		$281K Buy
2,201
+1
+0% +$116 0.02% 575
2022
Q3 		$230K Buy
2,200
+54
+3% +$5.93K 0.02% 623
2022
Q2 		$225K Buy
2,146
+309
+17% +$36.7K 0.02% 586
2022
Q1 		$235K Buy
+1,837
New +$221K 0.02% 643

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's ZBH Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 2,476 shares — an estimated $262K sold.

Financial Advocates Investment Management first reported a position in ZBH in Q1 2022 and held it in 12 quarters. The position peaked at $407K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,476 Zimmer Biomet shares in Q1 2025, an estimated $262K.
  • Financial Advocates Investment Management first reported a position in Zimmer Biomet in Q1 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Zimmer Biomet position peaked at $407K in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.