Optimize Financial’s Zimmer Biomet ZBH Stock Holding History

Optimize Financial’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	-2,014	Closed	-$213K	–	294
2024 Q4	$213K	Buy	+2,014	New	+$216K	0.16%	204

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's ZBH Position: Q1 2025 in Review

Optimize Financial sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 2,014 shares — an estimated $213K sold.

Optimize Financial first reported a position in ZBH in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

Optimize Financial reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 2,014 Zimmer Biomet shares in Q1 2025, an estimated $213K.
Optimize Financial first reported a position in Zimmer Biomet in Q4 2024 and held it in 1 quarter.
Optimize Financial's Zimmer Biomet position peaked at $213K in Q4 2024.
1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.