Integrated Wealth Concepts’s ZIM Integrated Shipping Services ZIM Stock Holding History

Integrated Wealth Concepts’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	$455K	Buy	17,507 +1,468	+9%	+$37.9K	﹤0.01%	1710
2026 Q1	$423K	Sell	16,039 -2,325	-13%	-$57.9K	﹤0.01%	1643
2025 Q4	$390K	Buy	+18,364	New	+$308K	﹤0.01%	1203
2023 Q4	–	Sell	-18,376	Closed	-$192K	–	1677
2023 Q3	$192K	Sell	18,376 -2,250	-11%	-$28.6K	﹤0.01%	1423
2023 Q2	$256K	Buy	20,626 +279	+1%	+$4.49K	﹤0.01%	1303
2023 Q1	$480K	Buy	20,347 +8,322	+69%	+$175K	0.01%	868
2022 Q4	$207K	Buy	+12,025	New	+$267K	0.01%	939
2022 Q3	–	Sell	-25,466	Closed	-$1.2M	–	1028
2022 Q2	$1.2M	Buy	25,466 +20,351	+398%	+$1.19M	0.04%	397
2022 Q1	$372K	Buy	+5,115	New	+$354K	0.01%	666

Other funds holding ZIM

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

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 $3.38T AUM 44.17% 1-Year Est. Return

Integrated Wealth Concepts's ZIM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its ZIM Integrated Shipping Services (ZIM) stake by 9.2% in Q2 2026, buying an estimated $37.9K and bringing the position to 17,507 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Integrated Wealth Concepts first reported a position in ZIM in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2022. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Integrated Wealth Concepts held 17,507 shares of ZIM Integrated Shipping Services worth $455K as of Q2 2026.
Integrated Wealth Concepts bought 1,468 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $37.9K.
ZIM Integrated Shipping Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1710 holding.
Integrated Wealth Concepts first reported a position in ZIM Integrated Shipping Services in Q1 2022 and has held it in 9 quarters since.
Integrated Wealth Concepts's ZIM Integrated Shipping Services position peaked at $1.2M in Q2 2022.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.