IAG Wealth Partners’s ZIM Integrated Shipping Services ZIM Stock Holding History

IAG Wealth Partners’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	$2.84K	Hold	97	–	–	﹤0.01%	471
2026 Q2	$2.52K	Hold	97	–	–	﹤0.01%	453
2026 Q1	$2.56K	Hold	97	–	–	﹤0.01%	460
2025 Q4	$2.06K	Hold	97	–	–	﹤0.01%	450
2025 Q3	$1.31K	Hold	97	–	–	﹤0.01%	473
2025 Q2	$1.56K	Hold	97	–	–	﹤0.01%	448
2025 Q1	$1.42K	Hold	97	–	–	﹤0.01%	455
2024 Q4	$2.08K	Hold	97	–	–	﹤0.01%	462
2024 Q3	$2.49K	Hold	97	–	–	﹤0.01%	439
2024 Q2	$2.15K	Hold	97	–	–	﹤0.01%	445
2024 Q1	$982	Hold	97	–	–	﹤0.01%	421
2023 Q4	$957	Hold	97	–	–	﹤0.01%	402
2023 Q3	$1.01K	Hold	97	–	–	﹤0.01%	414
2023 Q2	$1.2K	Hold	97	–	–	﹤0.01%	415
2023 Q1	$2.29K	Sell	97 -79	-45%	-$1.66K	﹤0.01%	408
2022 Q4	$3.02K	Hold	176	–	–	﹤0.01%	384
2022 Q3	$4K	Buy	+176	New	+$7.27K	﹤0.01%	370

Other funds holding ZIM

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners's ZIM Position: Q3 2026 in Review

IAG Wealth Partners held its ZIM Integrated Shipping Services (ZIM) position steady in Q3 2026 at 97 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

IAG Wealth Partners first reported a position in ZIM in Q3 2022 and has held it in 17 quarters since. The position peaked at $4K in Q3 2022. 120 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

IAG Wealth Partners held 97 shares of ZIM Integrated Shipping Services worth $2.84K as of Q3 2026.
IAG Wealth Partners left its ZIM Integrated Shipping Services share count unchanged in Q3 2026.
ZIM Integrated Shipping Services made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #471 holding.
IAG Wealth Partners first reported a position in ZIM Integrated Shipping Services in Q3 2022 and has held it in 17 quarters since.
IAG Wealth Partners's ZIM Integrated Shipping Services position peaked at $4K in Q3 2022.
120 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.