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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Zimmer Biomet ZBH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-595
Closed -$67.3K – 536
2025
Q1 		$67.3K Hold
595
– – 0.03% 232
2024
Q4 		$62.9K Buy
+595
New +$63.8K 0.03% 227

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
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZBH Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 595 shares — an estimated $67.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZBH in Q4 2024 and held it in 2 quarters. The position peaked at $67.3K in Q1 2025. 936 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 595 Zimmer Biomet shares in Q2 2025, an estimated $67.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Zimmer Biomet in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Zimmer Biomet position peaked at $67.3K in Q1 2025.
  • 936 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.