CWP
ZIMV

Concord Wealth Partners’s ZimVie ZIMV Stock Holding History

Concord Wealth Partners’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 – 901
2025
Q3 		$189 Hold
10
– – ﹤0.01% 790
2025
Q2 		$94 Hold
10
– – ﹤0.01% 836
2025
Q1 		$108 Hold
10
– – ﹤0.01% 790
2024
Q4 		$140 Hold
10
– – ﹤0.01% 897
2024
Q3 		$159 Hold
10
– – ﹤0.01% 931
2024
Q2 		$183 Hold
10
– – ﹤0.01% 796
2024
Q1 		$165 Hold
10
– – ﹤0.01% 829
2023
Q4 		$178 Hold
10
– – ﹤0.01% 793
2023
Q3 		$94 Hold
10
– – ﹤0.01% 1016
2023
Q2 		$112 Hold
10
– – ﹤0.01% 1024
2023
Q1 		$72 Hold
10
– – ﹤0.01% 971
2022
Q4 		$93 Buy
+10
New +$87 ﹤0.01% 1226
2022
Q3 		– Sell
-15
Closed – – 1204
2022
Q2 		$0 Buy
+15
New +$331 ﹤0.01% 1399

Other funds holding ZIMV

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

Concord Wealth Partners's ZIMV Position: Q4 2025 in Review

Concord Wealth Partners sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 10 shares — an estimated $189 sold.

Concord Wealth Partners first reported a position in ZIMV in Q2 2022 and held it in 13 quarters. The position peaked at $189 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

  • Concord Wealth Partners reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 10 ZimVie shares in Q4 2025, an estimated $189.
  • Concord Wealth Partners first reported a position in ZimVie in Q2 2022 and held it in 13 quarters.
  • Concord Wealth Partners's ZimVie position peaked at $189 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.