LPL Financial’s ZimVie ZIMV Stock Holding History

LPL Financial’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 Q3	–	Sell	-52,795	Closed	-$494K	–	6010
2025 Q2	$494K	Sell	52,795 -9,831	-16%	-$89.8K	﹤0.01%	4407
2025 Q1	$676K	Sell	62,626 -8,590	-12%	-$113K	﹤0.01%	3883
2024 Q4	$993K	Buy	+71,216	New	+$1.02M	﹤0.01%	3495

Other funds holding ZIMV

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial's ZIMV Position: Q3 2025 in Review

LPL Financial sold out of ZimVie (ZIMV) in Q3 2025, closing a stake of 52,795 shares — an estimated $494K sold.

LPL Financial first reported a position in ZIMV in Q4 2024 and held it in 3 quarters. The position peaked at $993K in Q4 2024. 261 funds tracked by Wall St. Rank hold ZIMV as of Q3 2025.

LPL Financial reported no remaining ZimVie position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 52,795 ZimVie shares in Q3 2025, an estimated $494K.
LPL Financial first reported a position in ZimVie in Q4 2024 and held it in 3 quarters.
LPL Financial's ZimVie position peaked at $993K in Q4 2024.
261 funds tracked by Wall St. Rank held ZimVie as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.