Kelleher Financial Advisors’s ZimVie ZIMV Stock Holding History

Kelleher Financial 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	-11	Closed	-$208	–	741
2025 Q3	$208	Buy	+11	New	+$186	﹤0.01%	637

Other funds holding ZIMV

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

Kelleher Financial Advisors's ZIMV Position: Q4 2025 in Review

Kelleher Financial Advisors sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 11 shares — an estimated $208 sold.

Kelleher Financial Advisors first reported a position in ZIMV in Q3 2025 and held it in 1 quarter. The position peaked at $208 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

Kelleher Financial Advisors reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
Kelleher Financial Advisors sold 11 ZimVie shares in Q4 2025, an estimated $208.
Kelleher Financial Advisors first reported a position in ZimVie in Q3 2025 and held it in 1 quarter.
Kelleher Financial Advisors's ZimVie position peaked at $208 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Kelleher Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.