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Confluence Investment Management’s ZTO Express ZTO Stock Holding History

Confluence Investment 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 		$313K Buy
13,966
+1,426
+11% +$34K ﹤0.01% 262
2026
Q1 		$316K Buy
12,540
+390
+3% +$9.14K ﹤0.01% 253
2025
Q4 		$254K Hold
12,150
– – ﹤0.01% 274
2025
Q3 		$233K Buy
+12,150
New +$233K ﹤0.01% 274
2025
Q1 		– Sell
-10,282
Closed -$201K – 320
2024
Q4 		$201K Buy
10,282
+1,326
+15% +$29.1K ﹤0.01% 290
2024
Q3 		$222K Buy
+8,956
New +$186K ﹤0.01% 285
2023
Q4 		– Sell
-8,902
Closed -$215K – 306
2023
Q3 		$215K Sell
8,902
-1,805
-17% -$45.9K ﹤0.01% 278
2023
Q2 		$269K Hold
10,707
– – ﹤0.01% 275
2023
Q1 		$307K Sell
10,707
-546
-5% -$14.9K ﹤0.01% 263
2022
Q4 		$302K Sell
11,253
-165
-1% -$3.79K ﹤0.01% 269
2022
Q3 		$274K Sell
11,418
-120
-1% -$3.13K ﹤0.01% 275
2022
Q2 		$317K Sell
11,538
-151
-1% -$3.87K ﹤0.01% 267
2022
Q1 		$292K Sell
11,689
-2,029
-15% -$57.3K ﹤0.01% 283
2021
Q4 		$387K Sell
13,718
-1,474
-10% -$44K 0.01% 243
2021
Q3 		$466K Sell
15,192
-6,559
-30% -$188K 0.01% 236
2021
Q2 		$660K Sell
21,751
-19,172
-47% -$592K 0.01% 223
2021
Q1 		$1.19M Buy
40,923
+3,672
+10% +$120K 0.02% 194
2020
Q4 		$1.09M Sell
37,251
-12,364
-25% -$363K 0.02% 203
2020
Q3 		$1.48M Sell
49,615
-1,966
-4% -$67.1K 0.02% 185
2020
Q2 		$1.89M Sell
51,581
-3,164
-6% -$101K 0.03% 177
2020
Q1 		$1.45M Sell
54,745
-40
-0.1% -$970 0.03% 186
2019
Q4 		$1.05M Buy
54,785
+2,363
+5% +$51.1K 0.02% 206
2019
Q3 		$1.12M Sell
52,422
-2,363
-4% -$47.5K 0.02% 206
2019
Q2 		$1.05M Buy
54,785
+834
+2% +$15.7K 0.02% 206
2019
Q1 		$986K Sell
53,951
-4,567
-8% -$83.7K 0.02% 205
2018
Q4 		$926K Sell
58,518
-2,589
-4% -$41.7K 0.02% 217
2018
Q3 		$1.01M Sell
61,107
-194
-0.3% -$3.74K 0.02% 219
2018
Q2 		$1.23M Buy
+61,301
New +$1.1M 0.02% 206

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
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Mackenzie Financial
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Confluence Investment Management's ZTO Position: Q2 2026 in Review

Confluence Investment Management increased its ZTO Express (ZTO) stake by 11% in Q2 2026, buying an estimated $34K and bringing the position to 13,966 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Confluence Investment Management first reported a position in ZTO in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.89M in Q2 2020. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Confluence Investment Management held 13,966 shares of ZTO Express worth $313K as of Q2 2026.
  • Confluence Investment Management bought 1,426 ZTO Express shares in Q2 2026, an estimated $34K.
  • ZTO Express made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #262 holding.
  • Confluence Investment Management first reported a position in ZTO Express in Q2 2018 and has held it in 28 quarters since.
  • Confluence Investment Management's ZTO Express position peaked at $1.89M in Q2 2020.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.