SFGP
ZIMV

Stonebridge Financial Group (Pennsylvania)’s ZimVie ZIMV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-24
Closed -$259 – 978
2025
Q1 		$259 Hold
24
– – ﹤0.01% 911
2024
Q4 		$335 Buy
+24
New +$344 ﹤0.01% 799

Other funds holding ZIMV

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Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ZIMV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of ZimVie (ZIMV) in Q2 2025, closing a stake of 24 shares — an estimated $259 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ZIMV in Q4 2024 and held it in 2 quarters. The position peaked at $335 in Q4 2024. 249 funds tracked by Wall St. Rank hold ZIMV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining ZimVie position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 24 ZimVie shares in Q2 2025, an estimated $259.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in ZimVie in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s ZimVie position peaked at $335 in Q4 2024.
  • 249 funds tracked by Wall St. Rank held ZimVie as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.