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Kestra Private Wealth Services’s Zimmer Biomet ZBH Stock Holding History

Kestra Private Wealth Services’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
-3,539
Closed -$401K – 1692
2025
Q1 		$401K Buy
3,539
+1,614
+84% +$173K 0.01% 1068
2024
Q4 		$203K Sell
1,925
-234
-11% -$25.1K ﹤0.01% 1311
2024
Q3 		$233K Buy
+2,159
New +$236K ﹤0.01% 1201
2024
Q2 		– Sell
-1,732
Closed -$229K – 1418
2024
Q1 		$229K Sell
1,732
-2,188
-56% -$273K 0.01% 1121
2023
Q4 		$477K Sell
3,920
-648
-14% -$72.3K 0.01% 749
2023
Q3 		$513K Buy
4,568
+91
+2% +$11.6K 0.02% 650
2023
Q2 		$652K Sell
4,477
-310
-6% -$42.1K 0.02% 551
2023
Q1 		$618K Buy
4,787
+912
+24% +$115K 0.02% 538
2022
Q4 		$494K Sell
3,875
-785
-17% -$91.1K 0.03% 527
2022
Q3 		$487K Sell
4,660
-224
-5% -$24.6K 0.03% 499
2022
Q2 		$513K Sell
4,884
-128
-3% -$15.2K 0.03% 498
2022
Q1 		$641K Sell
5,012
-343
-6% -$41.3K 0.03% 495
2021
Q4 		$660K Buy
5,355
+311
+6% +$40.7K 0.03% 502
2021
Q3 		$717K Buy
5,044
+210
+4% +$30.9K 0.04% 449
2021
Q2 		$755K Buy
4,834
+674
+16% +$109K 0.05% 412
2021
Q1 		$647K Buy
4,160
+1,448
+53% +$224K 0.05% 395
2020
Q4 		$401K Buy
+2,712
New +$383K 0.03% 486

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

Kestra Private Wealth Services's ZBH Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 3,539 shares — an estimated $401K sold.

Kestra Private Wealth Services first reported a position in ZBH in Q4 2020 and held it in 17 quarters. The position peaked at $755K in Q2 2021. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,539 Zimmer Biomet shares in Q2 2025, an estimated $401K.
  • Kestra Private Wealth Services first reported a position in Zimmer Biomet in Q4 2020 and held it in 17 quarters.
  • Kestra Private Wealth Services's Zimmer Biomet position peaked at $755K in Q2 2021.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.