Kestra Private Wealth Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Kestra Private Wealth 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	$626K	Sell	24,059 -128	-0.5%	-$3.3K	0.01%	1130
2026 Q1	$637K	Sell	24,187 -32	-0.1%	-$797	0.01%	1080
2025 Q4	$514K	Buy	24,219 +689	+3%	+$11.6K	0.01%	1148
2025 Q3	$319K	Sell	23,530 -2,204	-9%	-$33.5K	﹤0.01%	1329
2025 Q2	$414K	Buy	25,734 +4,041	+19%	+$63.6K	0.01%	1121
2025 Q1	$317K	Buy	+21,693	New	+$407K	0.01%	1174
2023 Q4	–	Sell	-10,221	Closed	-$107K	–	1301
2023 Q3	$107K	Sell	10,221 -1,117	-10%	-$14.2K	﹤0.01%	1081
2023 Q2	$140K	Buy	11,338 +1,748	+18%	+$28.1K	﹤0.01%	990
2023 Q1	$226K	Buy	+9,590	New	+$201K	0.01%	875

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

Kestra Private Wealth Services's ZIM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its ZIM Integrated Shipping Services (ZIM) stake by 0.53% in Q2 2026, selling an estimated $3.3K and leaving 24,059 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1130.

Kestra Private Wealth Services first reported a position in ZIM in Q1 2023 and has held it in 9 quarters since. The position peaked at $637K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Kestra Private Wealth Services held 24,059 shares of ZIM Integrated Shipping Services worth $626K as of Q2 2026.
Kestra Private Wealth Services sold 128 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $3.3K.
ZIM Integrated Shipping Services made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1130 holding.
Kestra Private Wealth Services first reported a position in ZIM Integrated Shipping Services in Q1 2023 and has held it in 9 quarters since.
Kestra Private Wealth Services's ZIM Integrated Shipping Services position peaked at $637K in Q1 2026.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

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