Aventura Private Wealth’s ZimVie ZIMV Stock Holding History

Aventura Private Wealth’s Portfolio ZIMV Stock Details ZIMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25	Closed	-$270	–	845
2025 Q1	$270	Hold	25	–	–	﹤0.01%	752
2024 Q4	$349	Buy	+25	New	+$359	﹤0.01%	710

Other funds holding ZIMV

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Aventura Private Wealth's ZIMV Position: Q2 2025 in Review

Aventura Private Wealth sold out of ZimVie (ZIMV) in Q2 2025, closing a stake of 25 shares — an estimated $270 sold.

Aventura Private Wealth first reported a position in ZIMV in Q4 2024 and held it in 2 quarters. The position peaked at $349 in Q4 2024. 249 funds tracked by Wall St. Rank hold ZIMV as of Q2 2025.

Aventura Private Wealth reported no remaining ZimVie position as of Q2 2025 after selling out during the quarter.
Aventura Private Wealth sold 25 ZimVie shares in Q2 2025, an estimated $270.
Aventura Private Wealth first reported a position in ZimVie in Q4 2024 and held it in 2 quarters.
Aventura Private Wealth's ZimVie position peaked at $349 in Q4 2024.
249 funds tracked by Wall St. Rank held ZimVie as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.