NECFA
ZIMV

New England Capital Financial Advisors’s ZimVie ZIMV Stock Holding History

New England Capital 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
-19
Closed -$360 – 441
2025
Q3 		$360 Hold
19
– – ﹤0.01% 394
2025
Q2 		$178 Hold
19
– – ﹤0.01% 405
2025
Q1 		$206 Hold
19
– – ﹤0.01% 375
2024
Q4 		$266 Hold
19
– – ﹤0.01% 389
2024
Q3 		$302 Hold
19
– – ﹤0.01% 375
2024
Q2 		$347 Hold
19
– – ﹤0.01% 369
2024
Q1 		$314 Hold
19
– – ﹤0.01% 373
2023
Q4 		$338 Hold
19
– – ﹤0.01% 372
2023
Q3 		$179 Hold
19
– – ﹤0.01% 377
2023
Q2 		$214 Hold
19
– – ﹤0.01% 374
2023
Q1 		$138 Hold
19
– – ﹤0.01% 421
2022
Q4 		$161 Buy
+19
New +$166 ﹤0.01% 420

Other funds holding ZIMV

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

New England Capital Financial Advisors's ZIMV Position: Q4 2025 in Review

New England Capital Financial Advisors sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 19 shares — an estimated $360 sold.

New England Capital Financial Advisors first reported a position in ZIMV in Q4 2022 and held it in 12 quarters. The position peaked at $360 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

  • New England Capital Financial Advisors reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 19 ZimVie shares in Q4 2025, an estimated $360.
  • New England Capital Financial Advisors first reported a position in ZimVie in Q4 2022 and held it in 12 quarters.
  • New England Capital Financial Advisors's ZimVie position peaked at $360 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on New England Capital Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.