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Stokes Family Office’s Zimmer Biomet ZBH Stock Holding History

Stokes Family Office’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
-2,404
Closed -$254K – 259
2024
Q4 		$254K Buy
2,404
+6
+0.3% +$644 0.03% 207
2024
Q3 		$259K Buy
2,398
+4
+0.2% +$437 0.03% 198
2024
Q2 		$260K Buy
2,394
+5
+0.2% +$589 0.03% 195
2024
Q1 		$315K Buy
2,389
+5
+0.2% +$625 0.04% 183
2023
Q4 		$290K Sell
2,384
-114
-5% -$12.7K 0.04% 181
2023
Q3 		$280K Buy
2,498
+99
+4% +$12.6K 0.03% 255
2023
Q2 		$349K Buy
2,399
+8
+0.3% +$1.09K 0.04% 218
2023
Q1 		$309K Buy
2,391
+19
+0.8% +$2.38K 0.04% 218
2022
Q4 		$302K Buy
2,372
+7
+0.3% +$812 0.04% 216
2022
Q3 		$247K Sell
2,365
-112
-5% -$12.3K 0.04% 229
2022
Q2 		$260K Sell
2,477
-10
-0.4% -$1.19K 0.04% 226
2022
Q1 		$318K Sell
2,487
-65
-3% -$7.83K 0.04% 202
2021
Q4 		$315K Hold
2,552
– – 0.04% 188
2021
Q3 		$363K Buy
2,552
+3
+0.1% +$441 0.05% 168
2021
Q2 		$398K Buy
2,549
+3
+0.1% +$486 0.06% 155
2021
Q1 		$396K Buy
2,546
+4
+0.2% +$620 0.06% 148
2020
Q4 		$380K Buy
2,542
+16
+0.6% +$2.26K 0.07% 127
2020
Q3 		$334K Buy
2,526
+7
+0.3% +$914 0.08% 120
2020
Q2 		$292K Buy
2,519
+2
+0.1% +$230 0.07% 113
2020
Q1 		$247K Buy
2,517
+4
+0.2% +$524 0.07% 109
2019
Q4 		$365K Buy
+2,513
New +$347K 0.08% 108

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

Stokes Family Office's ZBH Position: Q1 2025 in Review

Stokes Family Office sold out of Zimmer Biomet (ZBH) in Q1 2025, closing a stake of 2,404 shares — an estimated $254K sold.

Stokes Family Office first reported a position in ZBH in Q4 2019 and held it in 21 quarters. The position peaked at $398K in Q2 2021. 1,000 funds tracked by Wall St. Rank hold ZBH as of Q1 2025.

  • Stokes Family Office reported no remaining Zimmer Biomet position as of Q1 2025 after selling out during the quarter.
  • Stokes Family Office sold 2,404 Zimmer Biomet shares in Q1 2025, an estimated $254K.
  • Stokes Family Office first reported a position in Zimmer Biomet in Q4 2019 and held it in 21 quarters.
  • Stokes Family Office's Zimmer Biomet position peaked at $398K in Q2 2021.
  • 1,000 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.