CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ZTO Express ZTO Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q4 		– Sell
-18,938
Closed -$364K – 2826
2025
Q3 		$364K Sell
18,938
-13,486
-42% -$258K ﹤0.01% 2034
2025
Q2 		$576K Buy
32,424
+1,177
+4% +$21.3K ﹤0.01% 1646
2025
Q1 		$620K Sell
31,247
-12,245
-28% -$239K ﹤0.01% 1519
2024
Q4 		$850K Sell
43,492
-270
-0.6% -$5.92K ﹤0.01% 1316
2024
Q3 		$1.08M Sell
43,762
-2,156
-5% -$44.7K ﹤0.01% 1147
2024
Q2 		$953K Buy
45,918
+35,434
+338% +$775K ﹤0.01% 1162
2024
Q1 		$220K Buy
+10,484
New +$201K ﹤0.01% 1953
2021
Q3 		– Sell
-125
Closed -$4K – 4785
2021
Q2 		$4K Sell
125
-437
-78% -$13.5K ﹤0.01% 3969
2021
Q1 		$16K Buy
+562
New +$18.3K ﹤0.01% 3162

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

CAPTRUST Financial Advisors's ZTO Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of ZTO Express (ZTO) in Q4 2025, closing a stake of 18,938 shares — an estimated $364K sold.

CAPTRUST Financial Advisors first reported a position in ZTO in Q1 2021 and held it in 9 quarters. The position peaked at $1.08M in Q3 2024. 163 funds tracked by Wall St. Rank hold ZTO as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining ZTO Express position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 18,938 ZTO Express shares in Q4 2025, an estimated $364K.
  • CAPTRUST Financial Advisors first reported a position in ZTO Express in Q1 2021 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's ZTO Express position peaked at $1.08M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held ZTO Express as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.