SOA Wealth Advisors’s ZimVie ZIMV Stock Holding History

SOA Wealth 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	-3	Closed	-$57	–	914
2025 Q3	$57	Hold	3	–	–	﹤0.01%	873
2025 Q2	$28	Hold	3	–	–	﹤0.01%	866
2025 Q1	$32	Hold	3	–	–	﹤0.01%	870
2024 Q4	$42	Hold	3	–	–	﹤0.01%	863
2024 Q3	$48	Hold	3	–	–	﹤0.01%	825
2024 Q2	$55	Hold	3	–	–	﹤0.01%	839
2024 Q1	$49	Hold	3	–	–	﹤0.01%	895
2023 Q4	$53	Sell	3 -1	-25%	-$10	﹤0.01%	893
2023 Q3	$38	Hold	4	–	–	﹤0.01%	927
2023 Q2	$45	Hold	4	–	–	﹤0.01%	925
2023 Q1	$29	Hold	4	–	–	﹤0.01%	958
2022 Q4	$37	Hold	4	–	–	﹤0.01%	960
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1011
2022 Q2	$0	Buy	+4	New	+$88	﹤0.01%	1056

Other funds holding ZIMV

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

SOA Wealth Advisors's ZIMV Position: Q4 2025 in Review

SOA Wealth Advisors sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 3 shares — an estimated $57 sold.

SOA Wealth Advisors first reported a position in ZIMV in Q2 2022 and held it in 14 quarters. The position peaked at $57 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

SOA Wealth Advisors reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 3 ZimVie shares in Q4 2025, an estimated $57.
SOA Wealth Advisors first reported a position in ZimVie in Q2 2022 and held it in 14 quarters.
SOA Wealth Advisors's ZimVie position peaked at $57 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.