AssetMark Inc’s ZIM Integrated Shipping Services ZIM Stock Holding History

AssetMark Inc’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	$1.43K	Sell	55 -2,197	-98%	-$56.7K	﹤0.01%	3067
2026 Q1	$59.3K	Buy	+2,252	New	+$56.1K	﹤0.01%	1695
2025 Q4	–	Sell	-7	Closed	-$95	–	3483
2025 Q3	$95	Hold	7	–	–	﹤0.01%	3126
2025 Q2	$113	Buy	+7	New	+$110	﹤0.01%	2930
2025 Q1	–	Sell	-8	Closed	-$172	–	2781
2024 Q4	$172	Buy	+8	New	+$176	﹤0.01%	2492
2023 Q3	–	Sell	-214	Closed	-$2.66K	–	1815
2023 Q2	$2.66K	Sell	214 -181,371	-100%	-$2.92M	﹤0.01%	1398
2023 Q1	$4.28M	Sell	181,585 -36,933	-17%	-$776K	0.02%	340
2022 Q4	$3.76M	Sell	218,518 -11,371	-5%	-$253K	0.02%	331
2022 Q3	$5.4M	Buy	229,889 +228,385	+15,185%	+$9.44M	0.03%	262
2022 Q2	$71K	Sell	1,504 -190	-11%	-$11.2K	﹤0.01%	866
2022 Q1	$123K	Buy	1,694 +1,061	+168%	+$73.4K	﹤0.01%	774
2021 Q4	$37K	Buy	+633	New	+$32.4K	﹤0.01%	971

Other funds holding ZIM

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's ZIM Position: Q2 2026 in Review

AssetMark Inc reduced its ZIM Integrated Shipping Services (ZIM) stake by 98% in Q2 2026, selling an estimated $56.7K and leaving 55 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

AssetMark Inc first reported a position in ZIM in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.4M in Q3 2022. 71 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

AssetMark Inc held 55 shares of ZIM Integrated Shipping Services worth $1.43K as of Q2 2026.
AssetMark Inc sold 2,197 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $56.7K.
ZIM Integrated Shipping Services made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3067 holding.
AssetMark Inc first reported a position in ZIM Integrated Shipping Services in Q4 2021 and has held it in 12 quarters since.
AssetMark Inc's ZIM Integrated Shipping Services position peaked at $5.4M in Q3 2022.
71 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.