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Mount Yale Investment Advisors’s Zimmer Biomet ZBH Stock Holding History

Mount Yale 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
Q3 		– Sell
-158
Closed -$14.4K – 1633
2025
Q2 		$14.4K Buy
+158
New +$15.3K ﹤0.01% 1094
2018
Q4 		– Sell
-381
Closed -$44K – 801
2018
Q3 		$44K Sell
381
-84
-18% -$9.99K 0.01% 627
2018
Q2 		$50K Buy
465
+171
+58% +$18.6K 0.01% 626
2018
Q1 		$31K Buy
+294
New +$34.1K 0.01% 706

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's ZBH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Zimmer Biomet (ZBH) in Q3 2025, closing a stake of 158 shares — an estimated $14.4K sold.

Mount Yale Investment Advisors first reported a position in ZBH in Q1 2018 and held it in 4 quarters. The position peaked at $50K in Q2 2018. 966 funds tracked by Wall St. Rank hold ZBH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Zimmer Biomet position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 158 Zimmer Biomet shares in Q3 2025, an estimated $14.4K.
  • Mount Yale Investment Advisors first reported a position in Zimmer Biomet in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Zimmer Biomet position peaked at $50K in Q2 2018.
  • 966 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.