Halbert Hargrove Global Advisors’s ZimVie ZIMV Stock Holding History

Halbert Hargrove Global Advisors’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	-2	Closed	-$38	–	756
2025 Q3	$38	Buy	+2	New	+$34	﹤0.01%	734

Other funds holding ZIMV

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

Halbert Hargrove Global Advisors's ZIMV Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 2 shares — an estimated $38 sold.

Halbert Hargrove Global Advisors first reported a position in ZIMV in Q3 2025 and held it in 1 quarter. The position peaked at $38 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 2 ZimVie shares in Q4 2025, an estimated $38.
Halbert Hargrove Global Advisors first reported a position in ZimVie in Q3 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's ZimVie position peaked at $38 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.