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Pinnacle Wealth Planning Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Pinnacle Wealth Planning Services’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
-1,226
Closed -$26K – 2872
2025
Q4 		$26K Buy
+1,226
New +$20.6K ﹤0.01% 1591

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZIM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of ZIM Integrated Shipping Services (ZIM) in Q1 2026, closing a stake of 1,226 shares — an estimated $26K sold.

Pinnacle Wealth Planning Services first reported a position in ZIM in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 257 funds tracked by Wall St. Rank hold ZIM as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining ZIM Integrated Shipping Services position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,226 ZIM Integrated Shipping Services shares in Q1 2026, an estimated $26K.
  • Pinnacle Wealth Planning Services first reported a position in ZIM Integrated Shipping Services in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's ZIM Integrated Shipping Services position peaked at $26K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.