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McClarren Financial Advisors’s Zimmer Biomet ZBH Stock Holding History

McClarren Financial 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
-140
Closed -$15K – 315
2025
Q1 		$15K Hold
140
– – 0.01% 200
2024
Q4 		$14K Hold
140
– – 0.04% 143
2024
Q3 		$15 Buy
140
+32
+30% +$3.49K ﹤0.01% 176
2024
Q2 		$15K Sell
108
-32
-23% -$3.77K 0.01% 231
2024
Q1 		$19K Sell
140
-15
-10% -$1.87K 0.01% 218
2023
Q4 		$19K Buy
+155
New +$17.3K 0.01% 243

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

McClarren Financial Advisors's ZBH Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 140 shares — an estimated $15K sold.

McClarren Financial Advisors first reported a position in ZBH in Q4 2023 and held it in 6 quarters. The position peaked at $19K in Q1 2024. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 140 Zimmer Biomet shares in Q2 2025, an estimated $15K.
  • McClarren Financial Advisors first reported a position in Zimmer Biomet in Q4 2023 and held it in 6 quarters.
  • McClarren Financial Advisors's Zimmer Biomet position peaked at $19K in Q1 2024.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.