Arista Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Arista Wealth Management’s Portfolio ZIM Stock Details ZIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+8,000	New	+$206K	0.02%	264
2026 Q1	–	Sell	-69,100	Closed	-$1.47M	–	291
2025 Q4	$1.47M	Buy	69,100 +40,000	+137%	+$671K	0.18%	69
2025 Q3	$394K	Hold	29,100	–	–	0.05%	169
2025 Q2	$468K	Buy	+29,100	New	+$458K	0.06%	149

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Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return