Creative Planning
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Creative Planning’s ZTO Express ZTO Stock Holding History

Creative Planning’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 		$528K Sell
23,598
-551
-2% -$13.1K ﹤0.01% 3138
2026
Q1 		$608K Buy
24,149
+3,302
+16% +$77.4K ﹤0.01% 2875
2025
Q4 		$435K Buy
20,847
+864
+4% +$17.1K ﹤0.01% 2954
2025
Q3 		$384K Buy
19,983
+7,123
+55% +$136K ﹤0.01% 2953
2025
Q2 		$228K Sell
12,860
-4,112
-24% -$74.5K ﹤0.01% 3121
2025
Q1 		$337K Sell
16,972
-2,676
-14% -$52.2K ﹤0.01% 2649
2024
Q4 		$384K Sell
19,648
-14,753
-43% -$324K ﹤0.01% 2468
2024
Q3 		$852K Buy
34,401
+5,231
+18% +$108K ﹤0.01% 1644
2024
Q2 		$605K Buy
29,170
+10,275
+54% +$225K ﹤0.01% 1799
2024
Q1 		$396K Buy
18,895
+226
+1% +$4.32K ﹤0.01% 2033
2023
Q4 		$397K Buy
18,669
+7,159
+62% +$163K ﹤0.01% 1871
2023
Q3 		$278K Sell
11,510
-2,350
-17% -$59.8K ﹤0.01% 1997
2023
Q2 		$348K Buy
13,860
+4,069
+42% +$112K ﹤0.01% 1798
2023
Q1 		$281K Buy
9,791
+782
+9% +$21.3K ﹤0.01% 1870
2022
Q4 		$242K Buy
9,009
+452
+5% +$10.4K ﹤0.01% 1885
2022
Q3 		$206K Buy
+8,557
New +$223K ﹤0.01% 1899
2020
Q3 		– Sell
-5,772
Closed -$212K – 2294
2020
Q2 		$212K Buy
+5,772
New +$184K ﹤0.01% 1494
2019
Q3 		– Sell
-15,475
Closed -$296K – 2123
2019
Q2 		$296K Buy
15,475
+952
+7% +$17.9K ﹤0.01% 1386
2019
Q1 		$265K Buy
14,523
+1,227
+9% +$22.5K ﹤0.01% 1400
2018
Q4 		$210K Hold
13,296
– – ﹤0.01% 1457
2018
Q3 		$220K Buy
13,296
+178
+1% +$3.43K ﹤0.01% 1616
2018
Q2 		$262K Buy
13,118
+147
+1% +$2.65K ﹤0.01% 1448
2018
Q1 		$194K Sell
12,971
-1,000
-7% -$15.7K ﹤0.01% 1623
2017
Q4 		$221K Buy
13,971
+300
+2% +$4.73K ﹤0.01% 1542
2017
Q3 		$192K Sell
13,671
-2,000
-13% -$28.8K ﹤0.01% 1613
2017
Q2 		$219K Buy
15,671
+15,271
+3,818% +$211K ﹤0.01% 1473
2017
Q1 		$5K Sell
400
-300
-43% -$3.88K ﹤0.01% 3983
2016
Q4 		$8K Buy
+700
New +$10.1K ﹤0.01% 3713

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

Creative Planning's ZTO Position: Q2 2026 in Review

Creative Planning reduced its ZTO Express (ZTO) stake by 2.3% in Q2 2026, selling an estimated $13.1K and leaving 23,598 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Creative Planning first reported a position in ZTO in Q4 2016 and has held it in 28 quarters since. The position peaked at $852K in Q3 2024. 197 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Creative Planning held 23,598 shares of ZTO Express worth $528K as of Q2 2026.
  • Creative Planning sold 551 ZTO Express shares in Q2 2026, an estimated $13.1K.
  • ZTO Express made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3138 holding.
  • Creative Planning first reported a position in ZTO Express in Q4 2016 and has held it in 28 quarters since.
  • Creative Planning's ZTO Express position peaked at $852K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.