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Kozak & Associates’s ZIM Integrated Shipping Services ZIM Stock Holding History

Kozak & Associates’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 		– Sell
-205
Closed -$5.44K – 465
2026
Q1 		$5.44K Hold
205
– – ﹤0.01% 301
2025
Q4 		$4.59K Hold
205
– – ﹤0.01% 312
2025
Q3 		$3.49K Hold
205
– – ﹤0.01% 349
2025
Q2 		$3.25K Hold
205
– – ﹤0.01% 321
2025
Q1 		$2.92K Hold
205
– – ﹤0.01% 333
2024
Q4 		$4.61K Sell
205
-250
-55% -$5.5K ﹤0.01% 298
2024
Q3 		$9.63K Hold
455
– – ﹤0.01% 237
2024
Q2 		$10.3K Hold
455
– – ﹤0.01% 220
2024
Q1 		$8.62K Buy
+455
New +$5.52K ﹤0.01% 247

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

Kozak & Associates's ZIM Position: Q2 2026 in Review

Kozak & Associates sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 205 shares — an estimated $5.44K sold.

Kozak & Associates first reported a position in ZIM in Q1 2024 and held it in 9 quarters. The position peaked at $10.3K in Q2 2024. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Kozak & Associates reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 205 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $5.44K.
  • Kozak & Associates first reported a position in ZIM Integrated Shipping Services in Q1 2024 and held it in 9 quarters.
  • Kozak & Associates's ZIM Integrated Shipping Services position peaked at $10.3K in Q2 2024.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.