Optimum Investment Advisors’s Zimmer Biomet ZBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.2K | Hold |
550
| – | – | 0.02% | 336 |
|
|
2025
Q2 | $50.2K | Hold |
550
| – | – | 0.02% | 340 |
|
|
2025
Q1 | $62.2K | Hold |
550
| – | – | 0.03% | 308 |
|
|
2024
Q4 | $58.1K | Hold |
550
| – | – | 0.03% | 321 |
|
|
2024
Q3 | $59.4K | Hold |
550
| – | – | 0.03% | 336 |
|
|
2024
Q2 | $59.7K | Hold |
550
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $72.6K | Hold |
550
| – | – | 0.03% | 316 |
|
|
2023
Q4 | $66.9K | Hold |
550
| – | – | 0.03% | 316 |
|
|
2023
Q3 | $61.7K | Hold |
550
| – | – | 0.03% | 339 |
|
|
2023
Q2 | $80.1K | Hold |
550
| – | – | 0.04% | 312 |
|
|
2023
Q1 | $71.1K | Hold |
550
| – | – | 0.04% | 322 |
|
|
2022
Q4 | $70.1K | Hold |
550
| – | – | 0.04% | 333 |
|
|
2022
Q3 | $58K | Hold |
550
| – | – | 0.03% | 356 |
|
|
2022
Q2 | $58K | Hold |
550
| – | – | 0.03% | 377 |
|
|
2022
Q1 | $70K | Sell |
550
-17
| -3% | -$2.05K | 0.03% | 377 |
|
|
2021
Q4 | $70K | Hold |
567
| – | – | 0.03% | 399 |
|
|
2021
Q3 | $80K | Hold |
567
| – | – | 0.03% | 372 |
|
|
2021
Q2 | $88K | Hold |
567
| – | – | 0.03% | 408 |
|
|
2021
Q1 | $88K | Hold |
567
| – | – | 0.03% | 396 |
|
|
2020
Q4 | $85K | Hold |
567
| – | – | 0.03% | 384 |
|
|
2020
Q3 | $75K | Hold |
567
| – | – | 0.03% | 377 |
|
|
2020
Q2 | $66K | Hold |
567
| – | – | 0.02% | 390 |
|
|
2020
Q1 | $56K | Hold |
567
| – | – | 0.02% | 406 |
|
|
2019
Q4 | $82K | Hold |
567
| – | – | 0.02% | 427 |
|
|
2019
Q3 | $75K | Hold |
567
| – | – | 0.02% | 431 |
|
|
2019
Q2 | $65K | Sell |
567
-206
| -27% | -$24.1K | 0.02% | 457 |
|
|
2019
Q1 | $96K | Hold |
773
| – | – | 0.03% | 386 |
|
|
2018
Q4 | $78K | Hold |
773
| – | – | 0.03% | 388 |
|
|
2018
Q3 | $99K | Hold |
773
| – | – | 0.03% | 402 |
|
|
2018
Q2 | $84K | Hold |
773
| – | – | 0.02% | 431 |
|
|
2018
Q1 | $82K | Buy |
+773
| New | +$89.8K | 0.02% | 444 |
|
|
2016
Q4 | – | Sell |
-1,614
| Closed | -$204K | – | 301 |
|
|
2016
Q3 | $204K | Buy |
+1,614
| New | +$199K | 0.08% | 267 |
|
|
2016
Q1 | – | Sell |
-2,129
| Closed | -$212K | – | 285 |
|
|
2015
Q4 | $212K | Buy |
+2,129
| New | +$208K | 0.08% | 256 |
|
|
2015
Q1 | $294K | Hold |
2,575
| – | – | 0.09% | 223 |
|
|
2014
Q4 | $284K | Buy |
2,575
+309
| +14% | +$32.6K | 0.09% | 212 |
|
|
2014
Q3 | $221K | Hold |
2,266
| – | – | 0.07% | 239 |
|
|
2014
Q2 | $228K | Sell |
2,266
-412
| -15% | -$40.2K | 0.07% | 242 |
|
|
2014
Q1 | $246K | Hold |
2,678
| – | – | 0.09% | 204 |
|
|
2013
Q4 | $242K | Sell |
2,678
-155
| -5% | -$13.4K | 0.09% | 194 |
|
|
2013
Q3 | $226K | Buy |
+2,833
| New | +$223K | 0.09% | 190 |
|
Other funds holding ZBH
Optimum Investment Advisors's ZBH Position: Q3 2025 in Review
Optimum Investment Advisors held its Zimmer Biomet (ZBH) position steady in Q3 2025 at 550 shares worth $54.2K. The position accounts for 0.02% of the portfolio, ranked #336.
Optimum Investment Advisors first reported a position in ZBH in Q3 2013 and has held it in 40 quarters since. The position peaked at $294K in Q1 2015. 967 funds tracked by Wall St. Rank hold ZBH as of Q3 2025.
- Optimum Investment Advisors held 550 shares of Zimmer Biomet worth $54.2K as of Q3 2025.
- Optimum Investment Advisors left its Zimmer Biomet share count unchanged in Q3 2025.
- Zimmer Biomet made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #336 holding.
- Optimum Investment Advisors first reported a position in Zimmer Biomet in Q3 2013 and has held it in 40 quarters since.
- Optimum Investment Advisors's Zimmer Biomet position peaked at $294K in Q1 2015.
- 967 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.