B. Riley Wealth Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-52,544	Closed	-$1.12M	–	1135
2025 Q4	$1.12M	Buy	52,544 +5,176	+11%	+$86.8K	0.05%	329
2025 Q3	$642K	Buy	47,368 +19,211	+68%	+$292K	0.03%	458
2025 Q2	$453K	Buy	28,157 +6,757	+32%	+$106K	0.02%	560
2025 Q1	$312K	Buy	+21,400	New	+$402K	0.01%	955
2022 Q3	–	Sell	-12,753	Closed	-$603K	–	1547
2022 Q2	$603K	Sell	12,753 -1,664	-12%	-$97.7K	0.03%	583
2022 Q1	$1.05M	Buy	+14,417	New	+$997K	0.03%	473

Other funds holding ZIM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YLHM

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

B. Riley Wealth Advisors's ZIM Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2026, closing a stake of 52,544 shares — an estimated $1.12M sold.

B. Riley Wealth Advisors first reported a position in ZIM in Q1 2022 and held it in 6 quarters. The position peaked at $1.12M in Q4 2025. 258 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

B. Riley Wealth Advisors reported no remaining ZIM Integrated Shipping Services position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 52,544 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $1.12M.
B. Riley Wealth Advisors first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 6 quarters.
B. Riley Wealth Advisors's ZIM Integrated Shipping Services position peaked at $1.12M in Q4 2025.
258 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.