True Wealth Design’s ZimVie ZIMV Stock Holding History

True Wealth Design’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	-30	Closed	-$569	–	2853
2025 Q3	$569	Buy	30 +27	+900%	+$457	﹤0.01%	1965
2025 Q2	$29	Sell	3 -16	-84%	-$146	﹤0.01%	2475
2025 Q1	$206	Buy	+19	New	+$250	﹤0.01%	1941

Other funds holding ZIMV

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

True Wealth Design's ZIMV Position: Q4 2025 in Review

True Wealth Design sold out of ZimVie (ZIMV) in Q4 2025, closing a stake of 30 shares — an estimated $569 sold.

True Wealth Design first reported a position in ZIMV in Q1 2025 and held it in 3 quarters. The position peaked at $569 in Q3 2025. 1 fund tracked by Wall St. Rank holds ZIMV as of Q4 2025.

True Wealth Design reported no remaining ZimVie position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 30 ZimVie shares in Q4 2025, an estimated $569.
True Wealth Design first reported a position in ZimVie in Q1 2025 and held it in 3 quarters.
True Wealth Design's ZimVie position peaked at $569 in Q3 2025.
1 fund tracked by Wall St. Rank held ZimVie as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.