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Optimize Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Optimize Financial’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
Q1 		– Sell
-23,842
Closed -$506K – 479
2025
Q4 		$506K Buy
23,842
+340
+1% +$5.7K 0.26% 122
2025
Q3 		$318K Buy
+23,502
New +$357K 0.17% 260
2025
Q1 		– Sell
-12,902
Closed -$277K – 296
2024
Q4 		$277K Buy
+12,902
New +$284K 0.21% 149

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Optimize Financial's ZIM Position: Q1 2026 in Review

Optimize Financial sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2026, closing a stake of 23,842 shares — an estimated $506K sold.

Optimize Financial first reported a position in ZIM in Q4 2024 and held it in 3 quarters. The position peaked at $506K in Q4 2025. 258 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

  • Optimize Financial reported no remaining ZIM Integrated Shipping Services position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 23,842 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $506K.
  • Optimize Financial first reported a position in ZIM Integrated Shipping Services in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's ZIM Integrated Shipping Services position peaked at $506K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.