PWAM
ZIMV

Private Wealth Asset Management’s ZimVie ZIMV Stock Holding History

Private Wealth Asset 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
Q3 		– Sell
-1,350
Closed -$12.6K – 1143
2025
Q2 		$12.6K Hold
1,350
– – ﹤0.01% 616
2025
Q1 		$14.6K Buy
+1,350
New +$17.7K ﹤0.01% 560

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 $5.72T AUM 30.48% 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

Private Wealth Asset Management's ZIMV Position: Q3 2025 in Review

Private Wealth Asset Management sold out of ZimVie (ZIMV) in Q3 2025, closing a stake of 1,350 shares — an estimated $12.6K sold.

Private Wealth Asset Management first reported a position in ZIMV in Q1 2025 and held it in 2 quarters. The position peaked at $14.6K in Q1 2025. 261 funds tracked by Wall St. Rank hold ZIMV as of Q3 2025.

  • Private Wealth Asset Management reported no remaining ZimVie position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,350 ZimVie shares in Q3 2025, an estimated $12.6K.
  • Private Wealth Asset Management first reported a position in ZimVie in Q1 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's ZimVie position peaked at $14.6K in Q1 2025.
  • 261 funds tracked by Wall St. Rank held ZimVie as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.