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

Baron 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	$290K	Sell	11,149 -67	-0.6%	-$1.73K	0.08%	204
2026 Q1	$296K	Buy	11,216 +1,701	+18%	+$42.4K	0.09%	185
2025 Q4	$202K	Buy	+9,515	New	+$160K	0.06%	238
2025 Q3	–	Sell	-11,960	Closed	-$192K	–	272
2025 Q2	$192K	Buy	+11,960	New	+$188K	0.07%	226

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Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 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