MWM
ZIMV

Mascoma Wealth Management’s ZimVie ZIMV Stock Holding History

Mascoma Wealth Management’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
-10
Closed -$189 – 522
2025
Q3 		$189 Hold
10
– – ﹤0.01% 452
2025
Q2 		$94 Hold
10
– – ﹤0.01% 462
2025
Q1 		$108 Hold
10
– – ﹤0.01% 495
2024
Q4 		$140 Hold
10
– – ﹤0.01% 514
2024
Q3 		$159 Hold
10
– – ﹤0.01% 453
2024
Q2 		$183 Hold
10
– – ﹤0.01% 487
2024
Q1 		$165 Hold
10
– – ﹤0.01% 449
2023
Q4 		$178 Hold
10
– – ﹤0.01% 462
2023
Q3 		$94 Hold
10
– – ﹤0.01% 498
2023
Q2 		$123 Hold
10
– – ﹤0.01% 476
2023
Q1 		$82 Hold
10
– – ﹤0.01% 591
2022
Q4 		$93 Hold
10
– – ﹤0.01% 619
2022
Q3 		$0 Hold
10
– – ﹤0.01% 635
2022
Q2 		$0 Hold
10
– – ﹤0.01% 642
2022
Q1 		$0 Buy
+10
New +$236 ﹤0.01% 611

Other funds holding ZIMV

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Mascoma Wealth Management's ZIMV Position: Q4 2025 in Review

Mascoma Wealth Management sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 10 shares — an estimated $189 sold.

Mascoma Wealth Management first reported a position in ZIMV in Q1 2022 and held it in 15 quarters. The position peaked at $189 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

  • Mascoma Wealth Management reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 10 ZimVie shares in Q4 2025, an estimated $189.
  • Mascoma Wealth Management first reported a position in ZimVie in Q1 2022 and held it in 15 quarters.
  • Mascoma Wealth Management's ZimVie position peaked at $189 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.