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Sigma Planning Corp’s ZIM Integrated Shipping Services ZIM Stock Holding History

Sigma Planning Corp’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 		$298K Buy
11,475
+425
+4% +$11K 0.01% 1134
2026
Q1 		$291K Sell
11,050
-209
-2% -$5.21K 0.01% 1067
2025
Q4 		$239K Sell
11,259
-18,269
-62% -$306K 0.01% 1126
2025
Q3 		$400K Sell
29,528
-3,803
-11% -$57.7K 0.01% 904
2025
Q2 		$536K Sell
33,331
-8,288
-20% -$131K 0.02% 755
2025
Q1 		$607K Sell
41,619
-1,613
-4% -$30.3K 0.02% 652
2024
Q4 		$928K Buy
43,232
+5,664
+15% +$125K 0.03% 515
2024
Q3 		$964K Buy
37,568
+2,317
+7% +$45K 0.03% 514
2024
Q2 		$782K Buy
35,251
+4,473
+15% +$72.4K 0.02% 555
2024
Q1 		$311K Buy
30,778
+20,626
+203% +$250K 0.01% 945
2023
Q4 		$100K Sell
10,152
-9,644
-49% -$81K 0.01% 809
2023
Q3 		$207K Buy
19,796
+2,927
+17% +$37.2K 0.01% 1077
2023
Q2 		$209K Sell
16,869
-2,494
-13% -$40.1K 0.01% 1079
2023
Q1 		$457K Buy
19,363
+443
+2% +$9.3K 0.02% 841
2022
Q4 		$325K Buy
+18,920
New +$421K 0.01% 934

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
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
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
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Sigma Planning Corp's ZIM Position: Q2 2026 in Review

Sigma Planning Corp increased its ZIM Integrated Shipping Services (ZIM) stake by 3.8% in Q2 2026, buying an estimated $11K and bringing the position to 11,475 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1134.

Sigma Planning Corp first reported a position in ZIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $964K in Q3 2024. 99 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Sigma Planning Corp held 11,475 shares of ZIM Integrated Shipping Services worth $298K as of Q2 2026.
  • Sigma Planning Corp bought 425 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $11K.
  • ZIM Integrated Shipping Services made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1134 holding.
  • Sigma Planning Corp first reported a position in ZIM Integrated Shipping Services in Q4 2022 and has held it in 15 quarters since.
  • Sigma Planning Corp's ZIM Integrated Shipping Services position peaked at $964K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.