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Philip James Wealth Mangement’s Zimmer Biomet ZBH Stock Holding History

Philip James Wealth Mangement’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
-1,925
Closed -$203K – 190
2024
Q4 		$203K Sell
1,925
-897
-32% -$96.2K 0.03% 170
2024
Q3 		$305K Buy
+2,822
New +$308K 0.04% 125

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
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

Philip James Wealth Mangement's ZBH Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 1,925 shares — an estimated $203K sold.

Philip James Wealth Mangement first reported a position in ZBH in Q3 2024 and held it in 2 quarters. The position peaked at $305K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 1,925 Zimmer Biomet shares in Q1 2025, an estimated $203K.
  • Philip James Wealth Mangement first reported a position in Zimmer Biomet in Q3 2024 and held it in 2 quarters.
  • Philip James Wealth Mangement's Zimmer Biomet position peaked at $305K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.