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Root Financial Partners’s ZIM Integrated Shipping Services ZIM Stock Holding History

Root Financial Partners’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 		– Sell
-120
Closed -$3.16K – 3256
2026
Q1 		$3.16K Buy
120
+3
+3% +$75 ﹤0.01% 2128
2025
Q4 		$2.48K Hold
117
– – ﹤0.01% 1953
2025
Q3 		$1.58K Buy
+117
New +$1.78K ﹤0.01% 1990

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YLHM
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Root Financial Partners's ZIM Position: Q2 2026 in Review

Root Financial Partners sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2026, closing a stake of 120 shares — an estimated $3.16K sold.

Root Financial Partners first reported a position in ZIM in Q3 2025 and held it in 3 quarters. The position peaked at $3.16K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Root Financial Partners reported no remaining ZIM Integrated Shipping Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 120 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $3.16K.
  • Root Financial Partners first reported a position in ZIM Integrated Shipping Services in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ZIM Integrated Shipping Services position peaked at $3.16K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.