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Marshall & Sterling Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-67
Closed -$7.58K – 687
2025
Q1 		$7.58K Buy
+67
New +$7.17K 0.01% 378

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

Marshall & Sterling Wealth Advisors's ZBH Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 67 shares — an estimated $7.58K sold.

Marshall & Sterling Wealth Advisors first reported a position in ZBH in Q1 2025 and held it in 1 quarter. The position peaked at $7.58K in Q1 2025. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 67 Zimmer Biomet shares in Q2 2025, an estimated $7.58K.
  • Marshall & Sterling Wealth Advisors first reported a position in Zimmer Biomet in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Zimmer Biomet position peaked at $7.58K in Q1 2025.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.