WIM
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WealthPlan Investment Management’s Zimmer Biomet ZBH Stock Holding History

WealthPlan Investment 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
-1,807
Closed -$204K – 353
2025
Q1 		$204K Buy
+1,807
New +$193K 0.02% 259
2024
Q2 		– Sell
-1,903
Closed -$251K – 199
2024
Q1 		$251K Buy
1,903
+3
+0.2% +$375 0.04% 168
2023
Q4 		$231K Sell
1,900
-25
-1% -$2.79K 0.04% 175
2023
Q3 		$216K Buy
1,925
+102
+6% +$13K 0.04% 163
2023
Q2 		$265K Sell
1,823
-97
-5% -$13.2K 0.08% 120
2023
Q1 		$248K Sell
1,920
-270
-12% -$33.9K 0.04% 149
2022
Q4 		$280K Buy
2,190
+3
+0.1% +$348 0.02% 329
2022
Q3 		$272K Buy
+2,187
New +$240K 0.02% 308
2022
Q1 		$252K Buy
+2,091
New +$252K 0.02% 344

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

WealthPlan Investment Management's ZBH Position: Q2 2025 in Review

WealthPlan Investment Management sold out of Zimmer Biomet (ZBH) in Q2 2025, closing a stake of 1,807 shares — an estimated $204K sold.

WealthPlan Investment Management first reported a position in ZBH in Q1 2022 and held it in 9 quarters. The position peaked at $280K in Q4 2022. 934 funds tracked by Wall St. Rank hold ZBH as of Q2 2025.

  • WealthPlan Investment Management reported no remaining Zimmer Biomet position as of Q2 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,807 Zimmer Biomet shares in Q2 2025, an estimated $204K.
  • WealthPlan Investment Management first reported a position in Zimmer Biomet in Q1 2022 and held it in 9 quarters.
  • WealthPlan Investment Management's Zimmer Biomet position peaked at $280K in Q4 2022.
  • 934 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2025.

Based on WealthPlan Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.