BCWM
ZIMV

Bartlett & Co Wealth Management’s ZimVie ZIMV Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-10
Closed -$189 – 1274
2025
Q3 		$189 Hold
10
– – ﹤0.01% 1165
2025
Q2 		$94 Hold
10
– – ﹤0.01% 1231
2025
Q1 		$108 Hold
10
– – ﹤0.01% 1204
2024
Q4 		$140 Hold
10
– – ﹤0.01% 1104
2024
Q3 		$159 Hold
10
– – ﹤0.01% 1108
2024
Q2 		$183 Hold
10
– – ﹤0.01% 1114
2024
Q1 		$165 Hold
10
– – ﹤0.01% 1107
2023
Q4 		$182 Hold
10
– – ﹤0.01% 1217
2023
Q3 		$94 Sell
10
-34
-77% -$393 ﹤0.01% 1159
2023
Q2 		$494 Sell
44
-67
-60% -$651 ﹤0.01% 1117
2023
Q1 		$803 Hold
111
– – ﹤0.01% 1020
2022
Q4 		$1.04K Sell
111
-37
-25% -$323 ﹤0.01% 1048
2022
Q3 		$1.46K Sell
148
-3
-2% -$48 ﹤0.01% 1087
2022
Q2 		$2.42K Sell
151
-108
-42% -$2.38K ﹤0.01% 1156
2022
Q1 		$5.92K Buy
+259
New +$6.1K ﹤0.01% 894

Other funds holding ZIMV

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co Wealth Management's ZIMV Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 10 shares — an estimated $189 sold.

Bartlett & Co Wealth Management first reported a position in ZIMV in Q1 2022 and held it in 15 quarters. The position peaked at $5.92K in Q1 2022. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 ZimVie shares in Q4 2025, an estimated $189.
  • Bartlett & Co Wealth Management first reported a position in ZimVie in Q1 2022 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's ZimVie position peaked at $5.92K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.