Smallwood Wealth Investment Management’s ZimVie ZIMV Stock Holding History

Smallwood Wealth Investment 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	-3	Closed	-$56	–	548
2025 Q3	$56	Hold	3	–	–	﹤0.01%	506
2025 Q2	$28	Hold	3	–	–	﹤0.01%	552
2025 Q1	$32	Buy	+3	New	+$39	﹤0.01%	491

Other funds holding ZIMV

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

Smallwood Wealth Investment Management's ZIMV Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 3 shares — an estimated $56 sold.

Smallwood Wealth Investment Management first reported a position in ZIMV in Q1 2025 and held it in 3 quarters. The position peaked at $56 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

Smallwood Wealth Investment Management reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
Smallwood Wealth Investment Management sold 3 ZimVie shares in Q4 2025, an estimated $56.
Smallwood Wealth Investment Management first reported a position in ZimVie in Q1 2025 and held it in 3 quarters.
Smallwood Wealth Investment Management's ZimVie position peaked at $56 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.