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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
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 $3.38T AUM 44.17% 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. 246 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.
  • 246 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.