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Independent Financial Group’s Zimmer Biomet ZBH Stock Holding History

Independent Financial Group’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
-1,927
Closed -$204K – 1278
2024
Q4 		$204K Sell
1,927
-131
-6% -$14.1K 0.01% 1098
2024
Q3 		$222K Buy
+2,058
New +$225K 0.01% 1010
2024
Q2 		– Sell
-2,295
Closed -$303K – 1155
2024
Q1 		$303K Sell
2,295
-100
-4% -$12.5K 0.01% 777
2023
Q4 		$291K Buy
2,395
+2
+0.1% +$223 0.02% 733
2023
Q3 		$269K Buy
2,393
+504
+27% +$64K 0.02% 703
2023
Q2 		$275K Buy
1,889
+271
+17% +$36.8K 0.02% 673
2023
Q1 		$209K Sell
1,618
-195
-11% -$24.5K 0.02% 754
2022
Q4 		$231K Buy
+1,813
New +$210K 0.02% 673
2022
Q3 		– Sell
-2,845
Closed -$299K – 790
2022
Q2 		$299K Hold
2,845
– – 0.03% 506
2022
Q1 		$364K Buy
2,845
+584
+26% +$70.4K 0.03% 532
2021
Q4 		$279K Buy
2,261
+617
+38% +$80.8K 0.02% 628
2021
Q3 		$234K Sell
1,644
-640
-28% -$94.1K 0.02% 621
2021
Q2 		$356K Buy
+2,284
New +$370K 0.04% 474

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

Independent Financial Group's ZBH Position: Q1 2025 in Review

Independent Financial Group sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 1,927 shares — an estimated $204K sold.

Independent Financial Group first reported a position in ZBH in Q2 2021 and held it in 13 quarters. The position peaked at $364K in Q1 2022. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Independent Financial Group reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 1,927 Zimmer Biomet shares in Q1 2025, an estimated $204K.
  • Independent Financial Group first reported a position in Zimmer Biomet in Q2 2021 and held it in 13 quarters.
  • Independent Financial Group's Zimmer Biomet position peaked at $364K in Q1 2022.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.