Elevation Wealth Partners’s ZTO Express ZTO Stock Holding History

Elevation Wealth Partners’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 Q3	–	Sell	-371	Closed	-$8.3K	–	1417
2026 Q2	$8.3K	Buy	+371	New	+$8.83K	﹤0.01%	871

Other funds holding ZTO

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's ZTO Position: Q3 2026 in Review

Elevation Wealth Partners sold out of ZTO Express (ZTO) in Q3 2026, closing a stake of 371 shares — an estimated $8.3K sold.

Elevation Wealth Partners first reported a position in ZTO in Q2 2026 and held it in 1 quarter. The position peaked at $8.3K in Q2 2026. 3 funds tracked by Wall St. Rank hold ZTO as of Q3 2026.

Elevation Wealth Partners reported no remaining ZTO Express position as of Q3 2026 after selling out during the quarter.
Elevation Wealth Partners sold 371 ZTO Express shares in Q3 2026, an estimated $8.3K.
Elevation Wealth Partners first reported a position in ZTO Express in Q2 2026 and held it in 1 quarter.
Elevation Wealth Partners's ZTO Express position peaked at $8.3K in Q2 2026.
3 funds tracked by Wall St. Rank held ZTO Express as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.