Creative Planning’s ZIM Integrated Shipping Services ZIM Stock Holding History

Creative Planning’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	–	Sell	-9,006	Closed	-$237K	–	4414
2026 Q1	$237K	Buy	+9,006	New	+$224K	﹤0.01%	3611
2025 Q1	–	Sell	-10,326	Closed	-$222K	–	3756
2024 Q4	$222K	Buy	+10,326	New	+$227K	﹤0.01%	2897
2022 Q3	–	Sell	-5,519	Closed	-$261K	–	2461
2022 Q2	$261K	Sell	5,519 -2,562	-32%	-$150K	﹤0.01%	1707
2022 Q1	$588K	Sell	8,081 -4,154	-34%	-$287K	﹤0.01%	1246
2021 Q4	$720K	Buy	12,235 +4,205	+52%	+$215K	﹤0.01%	1109
2021 Q3	$407K	Buy	+8,030	New	+$375K	﹤0.01%	1410

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Creative Planning's ZIM Position: Q2 2026 in Review

Creative Planning sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 9,006 shares — an estimated $237K sold.

Creative Planning first reported a position in ZIM in Q3 2021 and held it in 6 quarters. The position peaked at $720K in Q4 2021. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Creative Planning reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 9,006 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $237K.
Creative Planning first reported a position in ZIM Integrated Shipping Services in Q3 2021 and held it in 6 quarters.
Creative Planning's ZIM Integrated Shipping Services position peaked at $720K in Q4 2021.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.