MWM
ZIM icon

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
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

EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

MBE Wealth Management's ZIM Position: Q2 2026 in Review

MBE Wealth Management held its ZIM Integrated Shipping Services (ZIM) position steady in Q2 2026 at 16,241 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #96.

MBE Wealth Management first reported a position in ZIM in Q2 2023 and has held it in 13 quarters since. The position peaked at $428K in Q1 2026. 61 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • MBE Wealth Management held 16,241 shares of ZIM Integrated Shipping Services worth $422K as of Q2 2026.
  • MBE Wealth Management left its ZIM Integrated Shipping Services share count unchanged in Q2 2026.
  • ZIM Integrated Shipping Services made up 0.15% of MBE Wealth Management's portfolio in Q2 2026, its #96 holding.
  • MBE Wealth Management first reported a position in ZIM Integrated Shipping Services in Q2 2023 and has held it in 13 quarters since.
  • MBE Wealth Management's ZIM Integrated Shipping Services position peaked at $428K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.