Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ZTO Express ZTO Stock Holding History

Carson Wealth (CWM LLC)’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 		$65.4K Buy
2,598
+180
+7% +$4.22K ﹤0.01% 3613
2025
Q4 		$51K Buy
2,418
+77
+3% +$1.52K ﹤0.01% 3594
2025
Q3 		$45K Buy
2,341
+695
+42% +$13.3K ﹤0.01% 3625
2025
Q2 		$29K Sell
1,646
-130
-7% -$2.35K ﹤0.01% 3681
2025
Q1 		$35K Sell
1,776
-667
-27% -$13K ﹤0.01% 3273
2024
Q4 		$48K Buy
2,443
+888
+57% +$19.5K ﹤0.01% 2842
2024
Q3 		$39K Buy
1,555
+164
+12% +$3.4K ﹤0.01% 2894
2024
Q2 		$29K Buy
1,391
+314
+29% +$6.86K ﹤0.01% 2876
2024
Q1 		$23K Buy
1,077
+929
+628% +$17.8K ﹤0.01% 2812
2023
Q4 		$3K Sell
148
-475
-76% -$10.8K ﹤0.01% 3755
2023
Q3 		$15K Buy
623
+69
+12% +$1.75K ﹤0.01% 2901
2023
Q2 		$14K Buy
554
+36
+7% +$991 ﹤0.01% 2894
2023
Q1 		$15K Buy
518
+341
+193% +$9.31K ﹤0.01% 2721
2022
Q4 		$5K Sell
177
-662
-79% -$15.2K ﹤0.01% 3239
2022
Q3 		$20K Buy
839
+221
+36% +$5.76K ﹤0.01% 2239
2022
Q2 		$17K Sell
618
-97
-14% -$2.48K ﹤0.01% 2240
2022
Q1 		$18K Buy
715
+276
+63% +$7.79K ﹤0.01% 2154
2021
Q4 		$12K Buy
+439
New +$13.1K ﹤0.01% 2270
2021
Q2 		$10K Hold
324
– – ﹤0.01% 2126
2021
Q1 		$10K Hold
324
– – ﹤0.01% 2125
2020
Q4 		$10K Hold
324
– – ﹤0.01% 2125
2020
Q3 		$10K Hold
324
– – ﹤0.01% 2124
2020
Q2 		$10K Hold
324
– – ﹤0.01% 2123
2020
Q1 		$10K Hold
324
– – ﹤0.01% 2123
2019
Q4 		$10K Hold
324
– – ﹤0.01% 2123
2019
Q3 		$10K Hold
324
– – ﹤0.01% 2123
2019
Q2 		$10K Hold
324
– – ﹤0.01% 2123
2019
Q1 		$10K Buy
+324
New +$5.93K ﹤0.01% 2123

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZTO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ZTO Express (ZTO) stake by 7.4% in Q1 2026, buying an estimated $4.22K and bringing the position to 2,598 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Carson Wealth (CWM LLC) first reported a position in ZTO in Q1 2019 and has held it in 28 quarters since. 179 funds tracked by Wall St. Rank hold ZTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,598 shares of ZTO Express worth $65.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 180 ZTO Express shares in Q1 2026, an estimated $4.22K.
  • ZTO Express made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3613 holding.
  • Carson Wealth (CWM LLC) first reported a position in ZTO Express in Q1 2019 and has held it in 28 quarters since.
  • 179 funds tracked by Wall St. Rank held ZTO Express as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.