S.A. Mason’s Zimmer Biomet ZBH Stock Holding History

S.A. Mason’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	-650	Closed	-$59.3K	–	366
2025 Q2	$59.3K	Buy	650 +25	+4%	+$2.42K	0.03%	280
2025 Q1	$70.7K	Buy	625 +25	+4%	+$2.67K	0.04%	252
2024 Q4	$63.4K	Sell	600 -20	-3%	-$2.15K	0.03%	258
2024 Q3	$66.9K	Hold	620	–	–	0.04%	251
2024 Q2	$67.3K	Hold	620	–	–	0.04%	240
2024 Q1	$81.8K	Hold	620	–	–	0.05%	226
2023 Q4	$75.5K	Hold	620	–	–	0.05%	226
2023 Q3	$69.6K	Hold	620	–	–	0.05%	231
2023 Q2	$80.1K	Hold	620	–	–	0.06%	226
2023 Q1	$80.1K	Buy	620 +20	+3%	+$2.51K	0.06%	226
2022 Q4	$76.5K	Hold	600	–	–	0.06%	225
2022 Q3	$63K	Hold	600	–	–	0.05%	234
2022 Q2	$63K	Hold	600	–	–	0.05%	241
2022 Q1	$77K	Sell	600 -18	-3%	-$2.17K	0.05%	239
2021 Q4	$76K	Hold	618	–	–	0.05%	233
2021 Q3	$88K	Hold	618	–	–	0.06%	220
2021 Q2	$96K	Hold	618	–	–	0.07%	206
2021 Q1	$96K	Hold	618	–	–	0.07%	198
2020 Q4	$92K	Hold	618	–	–	0.08%	194
2020 Q3	$82K	Sell	618 -2	-0.3%	-$261	0.08%	183
2020 Q2	$72K	Hold	620	–	–	0.08%	193
2020 Q1	$61K	Sell	620 -50	-7%	-$6.55K	0.07%	194
2019 Q4	$97K	Buy	+670	New	+$92.5K	0.09%	182

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

S.A. Mason's ZBH Position: Q3 2025 in Review

S.A. Mason sold out of Zimmer Biomet (ZBH) in Q3 2025, closing a stake of 650 shares — an estimated $59.3K sold.

S.A. Mason first reported a position in ZBH in Q4 2019 and held it in 23 quarters. The position peaked at $97K in Q4 2019. 966 funds tracked by Wall St. Rank hold ZBH as of Q3 2025.

S.A. Mason reported no remaining Zimmer Biomet position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 650 Zimmer Biomet shares in Q3 2025, an estimated $59.3K.
S.A. Mason first reported a position in Zimmer Biomet in Q4 2019 and held it in 23 quarters.
S.A. Mason's Zimmer Biomet position peaked at $97K in Q4 2019.
966 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.