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Morningstar Investment Services’s Zimmer Biomet ZBH Stock Holding History

Morningstar Investment 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
Q1 		– Sell
-2,735
Closed -$289K – 150
2024
Q4 		$289K Sell
2,735
-22,038
-89% -$2.36M 0.03% 135
2024
Q3 		$2.68M Buy
24,773
+5
+0% +$546 0.03% 162
2024
Q2 		$2.68M Sell
24,768
-348
-1% -$41K 0.03% 155
2024
Q1 		$3.33M Sell
25,116
-80,716
-76% -$10.1M 0.04% 142
2023
Q4 		$12.9M Buy
105,832
+54,546
+106% +$6.09M 0.07% 134
2023
Q3 		$5.77M Buy
51,286
+34,450
+205% +$4.37M 0.07% 133
2023
Q2 		$2.44M Buy
16,836
+1,158
+7% +$157K 0.03% 146
2023
Q1 		$1.99M Buy
15,678
+2,051
+15% +$258K 0.03% 149
2022
Q4 		$1.74M Buy
13,627
+318
+2% +$36.9K 0.02% 147
2022
Q3 		$1.49M Sell
13,309
-23,212
-64% -$2.55M 0.02% 148
2022
Q2 		$3.89M Sell
36,521
-793
-2% -$94.1K 0.05% 126
2022
Q1 		$4.8M Buy
37,314
+8,604
+30% +$1.04M 0.05% 137
2021
Q4 		$4.16M Hold
28,710
– – 0.05% 140
2021
Q3 		$4.16M Buy
28,710
+4,082
+17% +$600K 0.05% 135
2021
Q2 		$3.85M Buy
+24,628
New +$3.99M 0.05% 135
2020
Q3 		– Sell
-57,838
Closed -$6.56M – 213
2020
Q2 		$6.56M Buy
57,838
+171
+0.3% +$19.7K 0.11% 127
2020
Q1 		$5.5M Buy
+57,667
New +$7.56M 0.1% 129

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Morningstar Investment Services's ZBH Position: Q1 2025 in Review

Morningstar Investment Services sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 2,735 shares — an estimated $289K sold.

Morningstar Investment Services first reported a position in ZBH in Q1 2020 and held it in 17 quarters. The position peaked at $12.9M in Q4 2023. 1,003 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Morningstar Investment Services reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Services sold 2,735 Zimmer Biomet shares in Q1 2025, an estimated $289K.
  • Morningstar Investment Services first reported a position in Zimmer Biomet in Q1 2020 and held it in 17 quarters.
  • Morningstar Investment Services's Zimmer Biomet position peaked at $12.9M in Q4 2023.
  • 1,003 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.