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Cape Investment Advisory’s ZIM Integrated Shipping Services ZIM Stock Holding History

Cape Investment Advisory’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
Q3 		– Sell
-4
Closed -$104 – 1531
2026
Q2 		$104 Buy
+4
New +$103 ﹤0.01% 1433
2025
Q3 		– Sell
-990
Closed -$15.9K – 1211
2025
Q2 		$15.9K Buy
+990
New +$15.6K 0.01% 554
2024
Q3 		– Sell
-100
Closed -$2.22K – 985
2024
Q2 		$2.22K Sell
100
-115
-53% -$1.86K ﹤0.01% 776
2024
Q1 		$2.18K Sell
215
-53
-20% -$643 ﹤0.01% 757
2023
Q4 		$2.65K Hold
268
– – ﹤0.01% 891
2023
Q3 		$2.8K Buy
268
+100
+60% +$1.27K ﹤0.01% 759
2023
Q2 		$2.08K Sell
168
-229
-58% -$3.68K ﹤0.01% 770
2023
Q1 		$9.36K Buy
+397
New +$8.34K 0.01% 551

Other funds holding ZIM

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Cape Investment Advisory's ZIM Position: Q3 2026 in Review

Cape Investment Advisory sold out of ZIM Integrated Shipping Services (ZIM) in Q3 2026, closing a stake of 4 shares — an estimated $104 sold.

Cape Investment Advisory first reported a position in ZIM in Q1 2023 and held it in 8 quarters. The position peaked at $15.9K in Q2 2025. 16 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

  • Cape Investment Advisory reported no remaining ZIM Integrated Shipping Services position as of Q3 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 4 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $104.
  • Cape Investment Advisory first reported a position in ZIM Integrated Shipping Services in Q1 2023 and held it in 8 quarters.
  • Cape Investment Advisory's ZIM Integrated Shipping Services position peaked at $15.9K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.