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Kestra Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Kestra Advisory Services’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 		$1.97M Buy
75,906
+6,416
+9% +$166K 0.01% 1363
2026
Q1 		$1.83M Buy
69,490
+1,876
+3% +$46.7K 0.01% 1358
2025
Q4 		$1.44M Buy
67,614
+7,152
+12% +$120K 0.01% 1424
2025
Q3 		$819K Sell
60,462
-43
-0.1% -$653 ﹤0.01% 1722
2025
Q2 		$974K Buy
60,505
+4,079
+7% +$64.2K ﹤0.01% 1497
2025
Q1 		$823K Buy
56,426
+6,756
+14% +$127K ﹤0.01% 1503
2024
Q4 		$1.07M Buy
49,670
+18,351
+59% +$403K 0.01% 1379
2024
Q3 		$804K Sell
31,319
-713
-2% -$13.9K ﹤0.01% 1463
2024
Q2 		$710K Buy
32,032
+1,509
+5% +$24.4K ﹤0.01% 1538
2024
Q1 		$309K Sell
30,523
-3,181
-9% -$38.6K ﹤0.01% 1976
2023
Q4 		$333K Buy
33,704
+2,702
+9% +$22.7K ﹤0.01% 1779
2023
Q3 		$324K Buy
31,002
+614
+2% +$7.81K ﹤0.01% 1613
2023
Q2 		$377K Buy
30,388
+9,628
+46% +$155K ﹤0.01% 1470
2023
Q1 		$490K Buy
20,760
+1,181
+6% +$24.8K 0.01% 1295
2022
Q4 		$337K Buy
19,579
+6,323
+48% +$141K ﹤0.01% 1658
2022
Q3 		$312K Buy
13,256
+7,744
+140% +$320K ﹤0.01% 1576
2022
Q2 		$260K Buy
5,512
+1,705
+45% +$100K ﹤0.01% 1721
2022
Q1 		$277K Sell
3,807
-20,616
-84% -$1.43M ﹤0.01% 1640
2021
Q4 		$1.44M Buy
24,423
+5,137
+27% +$263K 0.01% 825
2021
Q3 		$978K Buy
+19,286
New +$901K 0.01% 1032

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

Kestra Advisory Services's ZIM Position: Q2 2026 in Review

Kestra Advisory Services increased its ZIM Integrated Shipping Services (ZIM) stake by 9.2% in Q2 2026, buying an estimated $166K and bringing the position to 75,906 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #1363.

Kestra Advisory Services first reported a position in ZIM in Q3 2021 and has held it in 20 quarters since. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Kestra Advisory Services held 75,906 shares of ZIM Integrated Shipping Services worth $1.97M as of Q2 2026.
  • Kestra Advisory Services bought 6,416 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $166K.
  • ZIM Integrated Shipping Services made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1363 holding.
  • Kestra Advisory Services first reported a position in ZIM Integrated Shipping Services in Q3 2021 and has held it in 20 quarters since.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.