Integrated Wealth Concepts’s Zimmer Biomet ZBH Stock Holding History

Integrated Wealth Concepts’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	-2,485	Closed	-$245K	–	2058
2025 Q3	$245K	Sell	2,485 -1,300	-34%	-$129K	﹤0.01%	1750
2025 Q2	$345K	Buy	+3,785	New	+$366K	﹤0.01%	1481
2024 Q4	–	Sell	-1,929	Closed	-$208K	–	1792
2024 Q3	$208K	Sell	1,929 -2,260	-54%	-$247K	﹤0.01%	1543
2024 Q2	$455K	Sell	4,189 -187	-4%	-$22K	0.01%	1091
2024 Q1	$578K	Sell	4,376 -54	-1%	-$6.75K	0.01%	987
2023 Q4	$539K	Buy	4,430 +1,960	+79%	+$219K	0.01%	967
2023 Q3	$277K	Sell	2,470 -243	-9%	-$30.9K	﹤0.01%	1263
2023 Q2	$395K	Buy	2,713 +726	+37%	+$98.7K	0.01%	1100
2023 Q1	$257K	Buy	+1,987	New	+$249K	0.01%	1129

Other funds holding ZBH

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Integrated Wealth Concepts's ZBH Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Zimmer Biomet (ZBH) in Q4 2025, closing a stake of 2,485 shares — an estimated $245K sold.

Integrated Wealth Concepts first reported a position in ZBH in Q1 2023 and held it in 9 quarters. The position peaked at $578K in Q1 2024. 945 funds tracked by Wall St. Rank hold ZBH as of Q4 2025.

Integrated Wealth Concepts reported no remaining Zimmer Biomet position as of Q4 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 2,485 Zimmer Biomet shares in Q4 2025, an estimated $245K.
Integrated Wealth Concepts first reported a position in Zimmer Biomet in Q1 2023 and held it in 9 quarters.
Integrated Wealth Concepts's Zimmer Biomet position peaked at $578K in Q1 2024.
945 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.