MBE Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

MBE Wealth Management’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 Q3	$476K	Hold	16,241	–	–	0.17%	91
2026 Q2	$422K	Hold	16,241	–	–	0.15%	96
2026 Q1	$428K	Hold	16,241	–	–	0.18%	79
2025 Q4	$345K	Hold	16,241	–	–	0.14%	92
2025 Q3	$220K	Hold	16,241	–	–	0.1%	128
2025 Q2	$261K	Buy	16,241 +350	+2%	+$5.51K	0.11%	109
2025 Q1	$232K	Hold	15,891	–	–	0.11%	108
2024 Q4	$341K	Buy	15,891 +5,890	+59%	+$129K	0.19%	63
2024 Q3	$257K	Hold	10,001	–	–	0.14%	77
2024 Q2	$222K	Hold	10,001	–	–	0.13%	81
2024 Q1	$101K	Hold	10,001	–	–	0.06%	87
2023 Q4	$98.7K	Hold	10,001	–	–	0.05%	88
2023 Q3	$105K	Hold	10,001	–	–	0.06%	76
2023 Q2	$124K	Buy	+10,001	New	+$161K	0.07%	76

Other funds holding ZIM

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBE Wealth Management's ZIM Position: Q3 2026 in Review

MBE Wealth Management held its ZIM Integrated Shipping Services (ZIM) position steady in Q3 2026 at 16,241 shares worth $476K. The position accounts for 0.17% of the portfolio, ranked #91.

MBE Wealth Management first reported a position in ZIM in Q2 2023 and has held it in 14 quarters since. 120 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

MBE Wealth Management held 16,241 shares of ZIM Integrated Shipping Services worth $476K as of Q3 2026.
MBE Wealth Management left its ZIM Integrated Shipping Services share count unchanged in Q3 2026.
ZIM Integrated Shipping Services made up 0.17% of MBE Wealth Management's portfolio in Q3 2026, its #91 holding.
MBE Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2023 and has held it in 14 quarters since.
120 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.