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GoalVest Advisory’s Zimmer Biomet ZBH Stock Holding History

GoalVest Advisory’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
-3
Closed -$340 – 541
2025
Q1 		$340 Buy
+3
New +$321 ﹤0.01% 397
2022
Q2 		– Sell
-2
Closed – – 555
2022
Q1 		$0 Buy
+2
New +$241 ﹤0.01% 514

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

GoalVest Advisory's ZBH Position: Q2 2025 in Review

GoalVest Advisory sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 3 shares — an estimated $340 sold.

GoalVest Advisory first reported a position in ZBH in Q1 2022 and held it in 2 quarters. The position peaked at $340 in Q1 2025. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • GoalVest Advisory reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 3 Zimmer Biomet shares in Q2 2025, an estimated $340.
  • GoalVest Advisory first reported a position in Zimmer Biomet in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's Zimmer Biomet position peaked at $340 in Q1 2025.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.