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GeoWealth Management’s Zimmer Biomet ZBH Stock Holding History

GeoWealth 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
-245
Closed -$25.9K – 1808
2024
Q4 		$25.9K Sell
245
-331
-57% -$35.5K ﹤0.01% 1324
2024
Q3 		$62.2K Buy
+576
New +$62.9K ﹤0.01% 1017
2021
Q4 		– Sell
-149
Closed -$21K – 419
2021
Q3 		$21K Sell
149
-284
-66% -$41.8K ﹤0.01% 371
2021
Q2 		$68K Buy
+433
New +$70.1K 0.01% 236

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
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
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

GeoWealth Management's ZBH Position: Q1 2025 in Review

GeoWealth Management sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 245 shares — an estimated $25.9K sold.

GeoWealth Management first reported a position in ZBH in Q2 2021 and held it in 4 quarters. The position peaked at $68K in Q2 2021. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • GeoWealth Management reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 245 Zimmer Biomet shares in Q1 2025, an estimated $25.9K.
  • GeoWealth Management first reported a position in Zimmer Biomet in Q2 2021 and held it in 4 quarters.
  • GeoWealth Management's Zimmer Biomet position peaked at $68K in Q2 2021.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.