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EverSource Wealth Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

EverSource Wealth Advisors’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 		$38.8K Buy
1,493
+150
+11% +$3.87K ﹤0.01% 1939
2026
Q1 		$35.4K Buy
1,343
+34
+3% +$847 ﹤0.01% 2140
2025
Q4 		$27.8K Sell
1,309
-50
-4% -$839 ﹤0.01% 2167
2025
Q3 		$18.4K Sell
1,359
-8
-0.6% -$121 ﹤0.01% 2418
2025
Q2 		$22K Buy
1,367
+1,131
+479% +$17.8K ﹤0.01% 2220
2025
Q1 		$3.44K Buy
236
+71
+43% +$1.33K ﹤0.01% 2674
2024
Q4 		$3.54K Buy
165
+23
+16% +$506 ﹤0.01% 2492
2024
Q3 		$3.64K Hold
142
– – ﹤0.01% 2349
2024
Q2 		$2.8K Buy
142
+113
+390% +$1.83K ﹤0.01% 2437
2024
Q1 		$384 Buy
+29
New +$352 ﹤0.01% 2764

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

EverSource Wealth Advisors's ZIM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ZIM Integrated Shipping Services (ZIM) stake by 11% in Q2 2026, buying an estimated $3.87K and bringing the position to 1,493 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

EverSource Wealth Advisors first reported a position in ZIM in Q1 2024 and has held it in 10 quarters since. 89 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • EverSource Wealth Advisors held 1,493 shares of ZIM Integrated Shipping Services worth $38.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 150 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $3.87K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1939 holding.
  • EverSource Wealth Advisors first reported a position in ZIM Integrated Shipping Services in Q1 2024 and has held it in 10 quarters since.
  • 89 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.