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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

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baron Wealth Management's ZIM Position: Q2 2026 in Review

Baron Wealth Management reduced its ZIM Integrated Shipping Services (ZIM) stake by 0.6% in Q2 2026, selling an estimated $1.73K and leaving 11,149 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #204.

Baron Wealth Management first reported a position in ZIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Baron Wealth Management held 11,149 shares of ZIM Integrated Shipping Services worth $290K as of Q2 2026.
  • Baron Wealth Management sold 67 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $1.73K.
  • ZIM Integrated Shipping Services made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Baron Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's ZIM Integrated Shipping Services position peaked at $296K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.