Advisors Asset Management’s ZTO Express ZTO Stock Holding History

Advisors Asset Management’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Buy	+67,204	New	+$1.6M	0.02%	700
2026 Q1	–	Sell	-34,468	Closed	-$720K	–	1515
2025 Q4	$720K	Buy	34,468 +6,969	+25%	+$138K	0.01%	870
2025 Q3	$528K	Buy	27,499 +14,568	+113%	+$279K	0.01%	964
2025 Q2	$230K	Buy	12,931 +1,353	+12%	+$24.5K	﹤0.01%	1096
2025 Q1	$230K	Sell	11,578 -175	-1%	-$3.42K	﹤0.01%	1082
2024 Q4	$230K	Sell	11,753 -304	-3%	-$6.67K	﹤0.01%	1098
2024 Q3	$299K	Buy	12,057 +1,293	+12%	+$26.8K	0.01%	1041
2024 Q2	$223K	Sell	10,764 -3	-0%	-$66	﹤0.01%	1078
2024 Q1	$225K	Sell	10,767 -16,927	-61%	-$324K	﹤0.01%	1107
2023 Q4	$589K	Sell	27,694 -1,307	-5%	-$29.7K	0.01%	853
2023 Q3	$701K	Sell	29,001 -9,641	-25%	-$245K	0.01%	813
2023 Q2	$969K	Buy	38,642 +525	+1%	+$14.4K	0.02%	747
2023 Q1	$1.09M	Sell	38,117 -241	-0.6%	-$6.58K	0.02%	727
2022 Q4	$1.03M	Sell	38,358 -2,144	-5%	-$49.3K	0.02%	732
2022 Q3	$973K	Sell	40,502 -8,586	-17%	-$224K	0.02%	739
2022 Q2	$1.35M	Sell	49,088 -2,611	-5%	-$66.9K	0.02%	654
2022 Q1	$1.29M	Sell	51,699 -4,739	-8%	-$134K	0.02%	729
2021 Q4	$1.59M	Buy	56,438 +1,576	+3%	+$47K	0.02%	685
2021 Q3	$1.68M	Buy	54,862 +1,244	+2%	+$35.7K	0.03%	645
2021 Q2	$1.63M	Buy	53,618 +3,442	+7%	+$106K	0.02%	666
2021 Q1	$1.46M	Buy	50,176 +5,211	+12%	+$170K	0.02%	699
2020 Q4	$1.31M	Buy	44,965 +12,707	+39%	+$373K	0.02%	698
2020 Q3	$965K	Buy	32,258 +4,468	+16%	+$152K	0.02%	713
2020 Q2	$1.02M	Buy	27,790 +2,125	+8%	+$67.8K	0.02%	684
2020 Q1	$680K	Buy	25,665 +6,955	+37%	+$169K	0.02%	729
2019 Q4	$437K	Buy	18,710 +7,699	+70%	+$166K	0.01%	1024
2019 Q3	$235K	Buy	11,011 +3,704	+51%	+$74.5K	﹤0.01%	1154
2019 Q2	$140K	Buy	7,307 +3,528	+93%	+$66.4K	﹤0.01%	1248
2019 Q1	$69.1K	Buy	3,779 +2,715	+255%	+$49.7K	﹤0.01%	1372
2018 Q4	$17K	Buy	1,064 +797	+299%	+$12.8K	﹤0.01%	1519
2018 Q3	$4K	Buy	+267	New	+$5.14K	﹤0.01%	1550

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Advisors Asset Management's ZTO Position: Q2 2026 in Review

Advisors Asset Management opened a new position in ZTO Express (ZTO) in Q2 2026: 67,204 shares worth $1.5M. The stake represents 0.02% of the portfolio and ranks #700 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in ZTO as recently as Q4 2025.

Advisors Asset Management first reported a position in ZTO in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.68M in Q3 2021. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Advisors Asset Management held 67,204 shares of ZTO Express worth $1.5M as of Q2 2026.
ZTO Express was a new Advisors Asset Management position in Q2 2026.
ZTO Express made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #700 holding.
Advisors Asset Management first reported a position in ZTO Express in Q3 2018 and has held it in 31 quarters since.
Advisors Asset Management's ZTO Express position peaked at $1.68M in Q3 2021.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.