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 Q2	–	Sell	-112,444	Closed	-$2.83M	–	17
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 $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

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

Brilliance Asset Management sold out of ZTO Express (ZTO) in Q2 2026, closing a stake of 112,444 shares — an estimated $2.83M sold.

Brilliance Asset Management first reported a position in ZTO in Q1 2018 and held it in 11 quarters. The position peaked at $127M in Q4 2019. 197 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Brilliance Asset Management reported no remaining ZTO Express position as of Q2 2026 after selling out during the quarter.
Brilliance Asset Management sold 112,444 ZTO Express shares in Q2 2026, an estimated $2.83M.
Brilliance Asset Management first reported a position in ZTO Express in Q1 2018 and held it in 11 quarters.
Brilliance Asset Management's ZTO Express position peaked at $127M in Q4 2019.
197 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Brilliance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.