JAG
ZBH icon

Journey Advisory Group’s Zimmer Biomet ZBH Stock Holding History

Journey Advisory 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
-2,596
Closed -$282K – 295
2024
Q4 		$282K Hold
2,596
– – 0.03% 194
2024
Q3 		$282K Hold
2,596
– – 0.03% 194
2024
Q2 		$282K Buy
2,596
+300
+13% +$35.4K 0.03% 195
2024
Q1 		$303K Buy
2,296
+483
+27% +$60.3K 0.04% 197
2023
Q4 		$221K Hold
1,813
– – 0.03% 208
2023
Q3 		$203K Sell
1,813
-75
-4% -$9.52K 0.03% 211
2023
Q2 		$275K Sell
1,888
-325
-15% -$44.2K 0.04% 188
2023
Q1 		$286K Buy
2,213
+193
+10% +$24.2K 0.04% 190
2022
Q4 		$258K Buy
+2,020
New +$234K 0.06% 197

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

Journey Advisory Group's ZBH Position: Q1 2025 in Review

Journey Advisory Group sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 2,596 shares — an estimated $282K sold.

Journey Advisory Group first reported a position in ZBH in Q4 2022 and held it in 9 quarters. The position peaked at $303K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Journey Advisory Group reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 2,596 Zimmer Biomet shares in Q1 2025, an estimated $282K.
  • Journey Advisory Group first reported a position in Zimmer Biomet in Q4 2022 and held it in 9 quarters.
  • Journey Advisory Group's Zimmer Biomet position peaked at $303K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.