O'Shaughnessy Asset Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

O'Shaughnessy Asset 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	$2.01M	Buy	77,449 +16,950	+28%	+$437K	0.01%	910
2026 Q1	$1.59M	Buy	60,499 +31,584	+109%	+$787K	0.01%	978
2025 Q4	$614K	Buy	28,915 +2,549	+10%	+$42.8K	﹤0.01%	1391
2025 Q3	$357K	Sell	26,366 -11,820	-31%	-$179K	﹤0.01%	1658
2025 Q2	$614K	Buy	38,186 +2,593	+7%	+$40.8K	﹤0.01%	1273
2025 Q1	$519K	Buy	+35,593	New	+$668K	﹤0.01%	1302

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

O'Shaughnessy Asset Management's ZIM Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its ZIM Integrated Shipping Services (ZIM) stake by 28% in Q2 2026, buying an estimated $437K and bringing the position to 77,449 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #910.

O'Shaughnessy Asset Management first reported a position in ZIM in Q1 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

O'Shaughnessy Asset Management held 77,449 shares of ZIM Integrated Shipping Services worth $2.01M as of Q2 2026.
O'Shaughnessy Asset Management bought 16,950 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $437K.
ZIM Integrated Shipping Services made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #910 holding.
O'Shaughnessy Asset Management first reported a position in ZIM Integrated Shipping Services in Q1 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.