Brilliance Asset Management’s ZTO Express ZTO Stock Holding History

Brilliance 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 Q1	$2.83M	Buy	+112,444	New	+$2.64M	0.83%	13
2020 Q3	–	Sell	-1,558,841	Closed	-$57.2M	–	15
2020 Q2	$57.2M	Sell	1,558,841 -2,263,685	-59%	-$72.2M	5.41%	4
2020 Q1	$101M	Sell	3,822,526 -1,616,946	-30%	-$39.2M	26.17%	2
2019 Q4	$127M	Buy	5,439,472 +297,104	+6%	+$6.42M	29.79%	2
2019 Q3	$110M	Buy	5,142,368 +701,672	+16%	+$14.1M	26.91%	2
2019 Q2	$84.9M	Buy	4,440,696 +654,920	+17%	+$12.3M	26.28%	2
2019 Q1	$69.2M	Sell	3,785,776 -2,774,568	-42%	-$50.8M	91.89%	1
2018 Q4	$104M	Buy	6,560,344 +290,810	+5%	+$4.68M	54.62%	1
2018 Q3	$104M	Buy	6,269,534 +77,794	+1%	+$1.5M	43.21%	1
2018 Q2	$124M	Buy	6,191,740 +5,976,320	+2,774%	+$108M	36.82%	1
2018 Q1	$3.23M	Buy	+215,420	New	+$3.38M	1.83%	4

Other funds holding ZTO

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brilliance Asset Management's ZTO Position: Q1 2026 in Review

Brilliance Asset Management opened a new position in ZTO Express (ZTO) in Q1 2026: 112,444 shares worth $2.83M. The stake represents 0.83% of the portfolio and ranks #13 among its holdings. This is a return to the name: Brilliance Asset Management previously reported a position in ZTO as recently as Q2 2020.

Brilliance Asset Management first reported a position in ZTO in Q1 2018 and has held it in 11 quarters since. The position peaked at $127M in Q4 2019. 178 funds tracked by Wall St. Rank hold ZTO as of Q1 2026.

Brilliance Asset Management held 112,444 shares of ZTO Express worth $2.83M as of Q1 2026.
ZTO Express was a new Brilliance Asset Management position in Q1 2026.
ZTO Express made up 0.83% of Brilliance Asset Management's portfolio in Q1 2026, its #13 holding.
Brilliance Asset Management first reported a position in ZTO Express in Q1 2018 and has held it in 11 quarters since.
Brilliance Asset Management's ZTO Express position peaked at $127M in Q4 2019.
178 funds tracked by Wall St. Rank held ZTO Express as of Q1 2026.

Based on Brilliance Asset Management's 13F filing for Q1 2026, filed 12 May 2026.