Principal Securities’s ZimVie ZIMV Stock Holding History

Principal Securities’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 Q2	–	Sell	-28	Closed	-$256	–	3901
2025 Q1	$391	Hold	28	–	–	﹤0.01%	3394
2024 Q4	$391	Hold	28	–	–	﹤0.01%	3389
2024 Q3	$444	Sell	28 -14	-33%	-$251	﹤0.01%	3296
2024 Q2	$767	Hold	42	–	–	﹤0.01%	3118
2024 Q1	$693	Hold	42	–	–	﹤0.01%	3096
2023 Q4	$746	Buy	+42	New	+$423	﹤0.01%	3011

Other funds holding ZIMV

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Principal Securities's ZIMV Position: Q2 2025 in Review

Principal Securities sold out of ZimVie (ZIMV) in Q2 2025, closing a stake of 28 shares — an estimated $256 sold.

Principal Securities first reported a position in ZIMV in Q4 2023 and held it in 6 quarters. The position peaked at $767 in Q2 2024. 249 funds tracked by Wall St. Rank hold ZIMV as of Q2 2025.

Principal Securities reported no remaining ZimVie position as of Q2 2025 after selling out during the quarter.
Principal Securities sold 28 ZimVie shares in Q2 2025, an estimated $256.
Principal Securities first reported a position in ZimVie in Q4 2023 and held it in 6 quarters.
Principal Securities's ZimVie position peaked at $767 in Q2 2024.
249 funds tracked by Wall St. Rank held ZimVie as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.