Creative Planning’s ZimVie ZIMV Stock Holding History

Creative Planning’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	-18,657	Closed	-$353K	–	4133
2025 Q3	$353K	Buy	+18,657	New	+$316K	﹤0.01%	3020
2025 Q1	–	Sell	-124	Closed	-$1.73K	–	3757
2024 Q4	$1.73K	Buy	+124	New	+$1.78K	﹤0.01%	3473
2023 Q4	–	Sell	-2	Closed	-$19	–	3113
2023 Q3	$19	Buy	+2	New	+$23	﹤0.01%	2896
2023 Q2	–	Sell	-2	Closed	-$15	–	2861
2023 Q1	$15	Buy	+2	New	+$17	﹤0.01%	2645

Other funds holding ZIMV

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

Creative Planning's ZIMV Position: Q4 2025 in Review

Creative Planning sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 18,657 shares — an estimated $353K sold.

Creative Planning first reported a position in ZIMV in Q1 2023 and held it in 4 quarters. The position peaked at $353K in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

Creative Planning reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 18,657 ZimVie shares in Q4 2025, an estimated $353K.
Creative Planning first reported a position in ZimVie in Q1 2023 and held it in 4 quarters.
Creative Planning's ZimVie position peaked at $353K in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.