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Heartwood Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-500
Closed -$49.3K – 618
2025
Q3 		$49.3K Buy
+500
New +$49.5K ﹤0.01% 303

Other funds holding ZBH

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Heartwood Wealth Advisors's ZBH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 500 shares — an estimated $49.3K sold.

Heartwood Wealth Advisors first reported a position in ZBH in Q3 2025 and held it in 1 quarter. The position peaked at $49.3K in Q3 2025. 949 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 500 Zimmer Biomet shares in Q4 2025, an estimated $49.3K.
  • Heartwood Wealth Advisors first reported a position in Zimmer Biomet in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Zimmer Biomet position peaked at $49.3K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.