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Venturi Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-2,117
Closed -$240K – 619
2025
Q1 		$240K Buy
2,117
+258
+14% +$27.6K 0.01% 502
2024
Q4 		$196K Buy
1,859
+1,682
+950% +$180K 0.01% 552
2024
Q3 		$19.1K Sell
177
-29
-14% -$3.17K ﹤0.01% 1027
2024
Q2 		$22.4K Sell
206
-3,244
-94% -$382K ﹤0.01% 906
2024
Q1 		$455K Buy
3,450
+10
+0.3% +$1.25K 0.03% 273
2023
Q4 		$419K Buy
3,440
+1,912
+125% +$213K 0.03% 278
2023
Q3 		$171K Buy
+1,528
New +$194K 0.01% 348
2023
Q2 		– Sell
-28
Closed -$3.62K – 1298
2023
Q1 		$3.62K Buy
+28
New +$3.52K ﹤0.01% 889
2016
Q2 		– Sell
-9,785
Closed -$1.01M – 151
2016
Q1 		$1.01M Hold
9,785
– – 0.38% 68
2015
Q4 		$975K Buy
+9,785
New +$957K 0.44% 63

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's ZBH Position: Q2 2025 in Review

Venturi Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 2,117 shares — an estimated $240K sold.

Venturi Wealth Management first reported a position in ZBH in Q4 2015 and held it in 10 quarters. The position peaked at $1.01M in Q1 2016. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • Venturi Wealth Management reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,117 Zimmer Biomet shares in Q2 2025, an estimated $240K.
  • Venturi Wealth Management first reported a position in Zimmer Biomet in Q4 2015 and held it in 10 quarters.
  • Venturi Wealth Management's Zimmer Biomet position peaked at $1.01M in Q1 2016.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.