J.W. Cole Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

J.W. Cole 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	$331K	Sell	12,736 -787	-6%	-$20.3K	0.01%	1222
2026 Q1	$356K	Buy	13,523 +44	+0.3%	+$1.1K	0.01%	582
2025 Q4	$284K	Sell	13,479 -183	-1%	-$3.07K	0.01%	1125
2025 Q3	$185K	Buy	13,662 +2,083	+18%	+$31.6K	﹤0.01%	1446
2025 Q2	$186K	Buy	+11,579	New	+$182K	﹤0.01%	1367
2023 Q3	–	Sell	-44,978	Closed	-$557K	–	799
2023 Q2	$557K	Buy	44,978 +10,456	+30%	+$168K	0.04%	395
2023 Q1	$814K	Buy	+34,522	New	+$725K	0.06%	331
2022 Q2	–	Sell	-2,854	Closed	-$208K	–	833
2022 Q1	$208K	Sell	2,854 -1,898	-40%	-$131K	0.01%	737
2021 Q4	$280K	Sell	4,752 -2,499	-34%	-$128K	0.02%	675
2021 Q3	$368K	Sell	7,251 -292	-4%	-$13.6K	0.03%	309
2021 Q2	$339K	Buy	+7,543	New	+$291K	0.03%	546

Other funds holding ZIM

MIH

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

MMH

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 $3.37T AUM 44.26% 1-Year Est. Return

J.W. Cole Advisors's ZIM Position: Q2 2026 in Review

J.W. Cole Advisors reduced its ZIM Integrated Shipping Services (ZIM) stake by 5.8% in Q2 2026, selling an estimated $20.3K and leaving 12,736 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1222.

J.W. Cole Advisors first reported a position in ZIM in Q2 2021 and has held it in 11 quarters since. The position peaked at $814K in Q1 2023. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

J.W. Cole Advisors held 12,736 shares of ZIM Integrated Shipping Services worth $331K as of Q2 2026.
J.W. Cole Advisors sold 787 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $20.3K.
ZIM Integrated Shipping Services made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1222 holding.
J.W. Cole Advisors first reported a position in ZIM Integrated Shipping Services in Q2 2021 and has held it in 11 quarters since.
J.W. Cole Advisors's ZIM Integrated Shipping Services position peaked at $814K in Q1 2023.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.