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Allworth Financial’s ZTO Express ZTO Stock Holding History

Allworth Financial’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 		$30.4K Sell
1,360
-1,109
-45% -$26.4K ﹤0.01% 2877
2026
Q1 		$62.1K Buy
2,469
+1,109
+82% +$26K ﹤0.01% 2162
2025
Q4 		$28.4K Buy
1,360
+14
+1% +$277 ﹤0.01% 2578
2025
Q3 		$25.8K Buy
1,346
+208
+18% +$3.98K ﹤0.01% 2540
2025
Q2 		$20.2K Buy
1,138
+985
+644% +$17.8K ﹤0.01% 2517
2025
Q1 		$2.91K Sell
153
-61
-29% -$1.19K ﹤0.01% 3048
2024
Q4 		$4.01K Sell
214
-63
-23% -$1.38K ﹤0.01% 2859
2024
Q3 		$6.86K Buy
277
+78
+39% +$1.62K ﹤0.01% 2431
2024
Q2 		$3.93K Sell
199
-26
-12% -$568 ﹤0.01% 2626
2024
Q1 		$4.71K Buy
225
+165
+275% +$3.16K ﹤0.01% 2434
2023
Q4 		$1.28K Sell
60
-93
-61% -$2.11K ﹤0.01% 2866
2023
Q3 		$3.7K Buy
153
+52
+51% +$1.32K ﹤0.01% 2261
2023
Q2 		$2.53K Buy
101
+4
+4% +$110 ﹤0.01% 2381
2023
Q1 		$2.78K Buy
97
+20
+26% +$546 ﹤0.01% 2277
2022
Q4 		$2.07K Sell
77
-30
-28% -$689 ﹤0.01% 2233
2022
Q3 		$3K Buy
107
+25
+30% +$652 ﹤0.01% 2077
2022
Q2 		$2K Buy
+82
New +$2.1K ﹤0.01% 2051

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
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
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allworth Financial's ZTO Position: Q2 2026 in Review

Allworth Financial reduced its ZTO Express (ZTO) stake by 45% in Q2 2026, selling an estimated $26.4K and leaving 1,360 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Allworth Financial first reported a position in ZTO in Q2 2022 and has held it in 17 quarters since. The position peaked at $62.1K in Q1 2026. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Allworth Financial held 1,360 shares of ZTO Express worth $30.4K as of Q2 2026.
  • Allworth Financial sold 1,109 ZTO Express shares in Q2 2026, an estimated $26.4K.
  • ZTO Express made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2877 holding.
  • Allworth Financial first reported a position in ZTO Express in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's ZTO Express position peaked at $62.1K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.