Heritage Wealth Advisors’s ZimVie ZIMV Stock Holding History

Heritage Wealth 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	-4	Closed	-$76	–	619
2025 Q3	$76	Hold	4	–	–	﹤0.01%	571
2025 Q2	$37	Hold	4	–	–	﹤0.01%	565
2025 Q1	$43	Hold	4	–	–	﹤0.01%	567
2024 Q4	$56	Hold	4	–	–	﹤0.01%	619
2024 Q3	$63	Hold	4	–	–	﹤0.01%	615
2024 Q2	$73	Hold	4	–	–	﹤0.01%	510
2024 Q1	$66	Hold	4	–	–	﹤0.01%	534
2023 Q4	$71	Hold	4	–	–	﹤0.01%	542
2023 Q3	$38	Hold	4	–	–	﹤0.01%	511
2023 Q2	$45	Hold	4	–	–	﹤0.01%	553
2023 Q1	$29	Buy	+4	New	+$34	﹤0.01%	569
2022 Q3	–	Sell	-50	Closed	-$1K	–	579
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	546
2022 Q1	$1K	Buy	+50	New	+$1.18K	﹤0.01%	523

Other funds holding ZIMV

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

Heritage Wealth Advisors's ZIMV Position: Q4 2025 in Review

Heritage Wealth Advisors sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 4 shares — an estimated $76 sold.

Heritage Wealth Advisors first reported a position in ZIMV in Q1 2022 and held it in 13 quarters. The position peaked at $1K in Q2 2022. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

Heritage Wealth Advisors reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 4 ZimVie shares in Q4 2025, an estimated $76.
Heritage Wealth Advisors first reported a position in ZimVie in Q1 2022 and held it in 13 quarters.
Heritage Wealth Advisors's ZimVie position peaked at $1K in Q2 2022.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Heritage Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.