Envestnet Asset Management
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Envestnet Asset Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Envestnet Asset 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 		$305K Sell
11,746
-10,692
-48% -$276K ﹤0.01% 4413
2026
Q1 		$591K Sell
22,438
-14,128
-39% -$352K ﹤0.01% 3813
2025
Q4 		$776K Buy
36,566
+22,931
+168% +$385K ﹤0.01% 3415
2025
Q3 		$185K Sell
13,635
-151
-1% -$2.29K ﹤0.01% 4334
2025
Q2 		$222K Buy
13,786
+776
+6% +$12.2K ﹤0.01% 4185
2025
Q1 		$190K Sell
13,010
-4,724
-27% -$88.7K ﹤0.01% 4152
2024
Q4 		$381K Sell
17,734
-3,750
-17% -$82.4K ﹤0.01% 3753
2024
Q3 		$551K Buy
+21,484
New +$418K ﹤0.01% 3495
2022
Q3 		– Sell
-43,942
Closed -$2.08M – 4055
2022
Q2 		$2.08M Sell
43,942
-3,160
-7% -$185K ﹤0.01% 2082
2022
Q1 		$3.42M Buy
47,102
+6,903
+17% +$478K ﹤0.01% 1842
2021
Q4 		$2.37M Buy
40,199
+10,592
+36% +$542K ﹤0.01% 2056
2021
Q3 		$1.5M Buy
29,607
+18,891
+176% +$882K ﹤0.01% 2287
2021
Q2 		$481K Buy
+10,716
New +$413K ﹤0.01% 3012

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Envestnet Asset Management's ZIM Position: Q2 2026 in Review

Envestnet Asset Management reduced its ZIM Integrated Shipping Services (ZIM) stake by 48% in Q2 2026, selling an estimated $276K and leaving 11,746 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #4413.

Envestnet Asset Management first reported a position in ZIM in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.42M in Q1 2022. 89 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Envestnet Asset Management held 11,746 shares of ZIM Integrated Shipping Services worth $305K as of Q2 2026.
  • Envestnet Asset Management sold 10,692 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $276K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4413 holding.
  • Envestnet Asset Management first reported a position in ZIM Integrated Shipping Services in Q2 2021 and has held it in 13 quarters since.
  • Envestnet Asset Management's ZIM Integrated Shipping Services position peaked at $3.42M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.