NC
ZIMV

NewSquare Capital’s ZimVie ZIMV Stock Holding History

NewSquare Capital’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
-2
Closed -$19 – 1276
2025
Q2 		$19 Buy
+2
New +$18 ﹤0.01% 1293
2024
Q2 		– Sell
-3
Closed -$49 – 468
2024
Q1 		$49 Hold
3
– – ﹤0.01% 418
2023
Q4 		$53 Hold
3
– – ﹤0.01% 477
2023
Q3 		$28 Hold
3
– – ﹤0.01% 587
2023
Q2 		$34 Hold
3
– – ﹤0.01% 827
2023
Q1 		$22 Buy
+3
New +$26 ﹤0.01% 866

Other funds holding ZIMV

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's ZIMV Position: Q3 2025 in Review

NewSquare Capital sold out of ZimVie (ZIMV) in Q3 2025, closing a stake of 2 shares — an estimated $19 sold.

NewSquare Capital first reported a position in ZIMV in Q1 2023 and held it in 6 quarters. The position peaked at $53 in Q4 2023. 262 funds tracked by Wall St. Rank hold ZIMV as of Q3 2025.

  • NewSquare Capital reported no remaining ZimVie position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 2 ZimVie shares in Q3 2025, an estimated $19.
  • NewSquare Capital first reported a position in ZimVie in Q1 2023 and held it in 6 quarters.
  • NewSquare Capital's ZimVie position peaked at $53 in Q4 2023.
  • 262 funds tracked by Wall St. Rank held ZimVie as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.