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Moneta Group Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Moneta Group Investment 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
-2,459
Closed -$278K – 733
2025
Q1 		$278K Sell
2,459
-52
-2% -$5.56K ﹤0.01% 542
2024
Q4 		$265K Sell
2,511
-36
-1% -$3.86K ﹤0.01% 564
2024
Q3 		$275K Buy
2,547
+289
+13% +$31.5K ﹤0.01% 542
2024
Q2 		$245K Buy
2,258
+366
+19% +$43.1K ﹤0.01% 533
2024
Q1 		$250K Buy
1,892
+20
+1% +$2.5K ﹤0.01% 530
2023
Q4 		$228K Buy
1,872
+11
+0.6% +$1.23K ﹤0.01% 503
2023
Q3 		$209K Sell
1,861
-27
-1% -$3.43K ﹤0.01% 485
2023
Q2 		$275K Buy
1,888
+38
+2% +$5.16K 0.01% 441
2023
Q1 		$239K Buy
1,850
+14
+0.8% +$1.76K 0.01% 461
2022
Q4 		$234K Sell
1,836
-163
-8% -$18.9K 0.01% 410
2022
Q3 		$209K Sell
1,999
-162
-7% -$17.8K 0.01% 407
2022
Q2 		$227K Buy
2,161
+230
+12% +$27.3K 0.01% 423
2022
Q1 		$247K Buy
1,931
+123
+7% +$14.8K 0.01% 386
2021
Q4 		$223K Sell
1,808
-985
-35% -$129K 0.01% 437
2021
Q3 		$397K Buy
2,793
+487
+21% +$71.6K 0.02% 318
2021
Q2 		$360K Buy
2,306
+459
+25% +$74.4K 0.02% 332
2021
Q1 		$287K Buy
+1,847
New +$286K 0.02% 339
2018
Q2 		– Sell
-124
Closed -$13K – 647
2018
Q1 		$13K Buy
124
+121
+4,033% +$14.1K ﹤0.01% 441
2017
Q4 		$0 Buy
+3
New +$339 ﹤0.01% 562
2015
Q4 		– Sell
-1,833
Closed -$167K – 432
2015
Q3 		$167K Sell
1,833
-1,648
-47% -$165K 0.05% 139
2015
Q2 		$369K Buy
3,481
+1,476
+74% +$163K 0.11% 91
2015
Q1 		$229K Sell
2,005
-2
-0.1% -$228 0.1% 131
2014
Q4 		$221K Buy
+2,007
New +$212K 0.11% 131

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

Moneta Group Investment Advisors's ZBH Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 2,459 shares — an estimated $278K sold.

Moneta Group Investment Advisors first reported a position in ZBH in Q4 2014 and held it in 23 quarters. The position peaked at $397K in Q3 2021. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,459 Zimmer Biomet shares in Q2 2025, an estimated $278K.
  • Moneta Group Investment Advisors first reported a position in Zimmer Biomet in Q4 2014 and held it in 23 quarters.
  • Moneta Group Investment Advisors's Zimmer Biomet position peaked at $397K in Q3 2021.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.