Carson Wealth (CWM LLC)
ZIMV

Carson Wealth (CWM LLC)’s ZimVie ZIMV Stock Holding History

Carson Wealth (CWM LLC)’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
-982
Closed -$19K – 5687
2025
Q3 		$19K Buy
982
+280
+40% +$4.74K ﹤0.01% 4173
2025
Q2 		$7K Buy
702
+572
+440% +$5.22K ﹤0.01% 4499
2025
Q1 		$1K Buy
130
+51
+65% +$670 ﹤0.01% 5017
2024
Q4 		$1K Sell
79
-51
-39% -$732 ﹤0.01% 4839
2024
Q3 		$2K Buy
130
+11
+9% +$198 ﹤0.01% 4482
2024
Q2 		$2K Buy
119
+50
+72% +$819 ﹤0.01% 4279
2024
Q1 		$1K Buy
69
+8
+13% +$143 ﹤0.01% 4247
2023
Q4 		$1K Sell
61
-74
-55% -$746 ﹤0.01% 4069
2023
Q3 		$1K Buy
135
+61
+82% +$704 ﹤0.01% 4111
2023
Q2 		$1K Sell
74
-119
-62% -$1.16K ﹤0.01% 4101
2023
Q1 		$1K Sell
193
-481
-71% -$4.1K ﹤0.01% 3961
2022
Q4 		$6K Buy
674
+130
+24% +$1.14K ﹤0.01% 3122
2022
Q3 		$5K Buy
544
+43
+9% +$694 ﹤0.01% 3113
2022
Q2 		$8K Buy
+501
New +$11K ﹤0.01% 2752

Other funds holding ZIMV

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

Carson Wealth (CWM LLC)'s ZIMV Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 982 shares — an estimated $19K sold.

Carson Wealth (CWM LLC) first reported a position in ZIMV in Q2 2022 and held it in 14 quarters. The position peaked at $19K in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 982 ZimVie shares in Q4 2025, an estimated $19K.
  • Carson Wealth (CWM LLC) first reported a position in ZimVie in Q2 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s ZimVie position peaked at $19K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.