Clearstead Trust’s ZTO Express ZTO Stock Holding History

Clearstead Trust’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	-278	Closed	-$5.34K	–	1567
2025 Q3	$5.34K	Hold	278	–	–	﹤0.01%	747
2025 Q2	$4.93K	Buy	+278	New	+$5.03K	﹤0.01%	751

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 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

Clearstead Trust's ZTO Position: Q4 2025 in Review

Clearstead Trust sold out of ZTO Express (ZTO) in Q4 2025, closing a stake of 278 shares — an estimated $5.34K sold.

Clearstead Trust first reported a position in ZTO in Q2 2025 and held it in 2 quarters. The position peaked at $5.34K in Q3 2025. 163 funds tracked by Wall St. Rank hold ZTO as of Q4 2025.

Clearstead Trust reported no remaining ZTO Express position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 278 ZTO Express shares in Q4 2025, an estimated $5.34K.
Clearstead Trust first reported a position in ZTO Express in Q2 2025 and held it in 2 quarters.
Clearstead Trust's ZTO Express position peaked at $5.34K in Q3 2025.
163 funds tracked by Wall St. Rank held ZTO Express as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.