Envestnet Asset Management’s ZTO Express ZTO Stock Holding History

Envestnet Asset 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	$2.54M	Sell	113,608 -50,164	-31%	-$1.19M	﹤0.01%	2979
2026 Q1	$4.12M	Sell	163,772 -19,612	-11%	-$460K	﹤0.01%	2475
2025 Q4	$3.83M	Sell	183,384 -397,955	-68%	-$7.88M	﹤0.01%	2363
2025 Q3	$11.2M	Buy	581,339 +12,703	+2%	+$243K	﹤0.01%	1691
2025 Q2	$10.1M	Sell	568,636 -9,164	-2%	-$166K	﹤0.01%	1725
2025 Q1	$11.5M	Buy	577,800 +137,202	+31%	+$2.68M	﹤0.01%	1570
2024 Q4	$8.61M	Sell	440,598 -78,548	-15%	-$1.72M	﹤0.01%	1743
2024 Q3	$12.9M	Buy	519,146 +28,885	+6%	+$598K	﹤0.01%	1452
2024 Q2	$10.2M	Buy	490,261 +463,496	+1,732%	+$10.1M	﹤0.01%	1555
2024 Q1	$560K	Buy	26,765 +2,228	+9%	+$42.6K	﹤0.01%	3362
2023 Q4	$522K	Buy	24,537 +2,383	+11%	+$54.1K	﹤0.01%	3308
2023 Q3	$535K	Sell	22,154 -1,273	-5%	-$32.4K	﹤0.01%	3211
2023 Q2	$588K	Sell	23,427 -11,154	-32%	-$307K	﹤0.01%	3111
2023 Q1	$789K	Buy	34,581 +2,832	+9%	+$77.3K	﹤0.01%	2835
2022 Q4	$853K	Sell	31,749 -765	-2%	-$17.6K	﹤0.01%	2764
2022 Q3	$781K	Buy	32,514 +1,913	+6%	+$49.9K	﹤0.01%	2753
2022 Q2	$840K	Buy	30,601 +1,809	+6%	+$46.3K	﹤0.01%	2725
2022 Q1	$720K	Buy	28,792 +2,815	+11%	+$79.5K	﹤0.01%	2895
2021 Q4	$733K	Buy	25,977 +3,449	+15%	+$103K	﹤0.01%	2832
2021 Q3	$691K	Sell	22,528 -10,525	-32%	-$302K	﹤0.01%	2775
2021 Q2	$1M	Sell	33,053 -25,054	-43%	-$774K	﹤0.01%	2519
2021 Q1	$1.69M	Buy	58,107 +21,519	+59%	+$702K	﹤0.01%	2049
2020 Q4	$1.07M	Sell	36,588 -29,608	-45%	-$870K	﹤0.01%	2168
2020 Q3	$1.98M	Sell	66,196 -10,437	-14%	-$356K	﹤0.01%	1627
2020 Q2	$2.81M	Sell	76,633 -7,419	-9%	-$237K	﹤0.01%	1401
2020 Q1	$2.23M	Sell	84,052 -9,888	-11%	-$240K	﹤0.01%	1365
2019 Q4	$2.19M	Buy	93,940 +397	+0.4%	+$8.58K	﹤0.01%	1555
2019 Q3	$2M	Buy	93,543 +3,035	+3%	+$61K	﹤0.01%	1542
2019 Q2	$1.73M	Buy	90,508 +18,559	+26%	+$349K	﹤0.01%	1641
2019 Q1	$1.31M	Sell	71,949 -463	-0.6%	-$8.48K	﹤0.01%	1720
2018 Q4	$1.15M	Buy	+72,412	New	+$1.17M	﹤0.01%	1653
2018 Q1	–	Sell	-5,010	Closed	-$79K	–	2966
2017 Q4	$79K	Buy	5,010 +255	+5%	+$4.02K	﹤0.01%	2176
2017 Q3	$66K	Buy	4,755 +2,858	+151%	+$41.2K	﹤0.01%	2206
2017 Q2	$26K	Buy	1,897 +29	+2%	+$401	﹤0.01%	2540
2017 Q1	$24K	Buy	1,868 +1,123	+151%	+$14.5K	﹤0.01%	2644
2016 Q4	$9K	Buy	+745	New	+$10.7K	﹤0.01%	2798

Other funds holding ZTO

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Envestnet Asset Management's ZTO Position: Q2 2026 in Review

Envestnet Asset Management reduced its ZTO Express (ZTO) stake by 31% in Q2 2026, selling an estimated $1.19M and leaving 113,608 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Envestnet Asset Management first reported a position in ZTO in Q4 2016 and has held it in 36 quarters since. The position peaked at $12.9M in Q3 2024. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Envestnet Asset Management held 113,608 shares of ZTO Express worth $2.54M as of Q2 2026.
Envestnet Asset Management sold 50,164 ZTO Express shares in Q2 2026, an estimated $1.19M.
ZTO Express made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2979 holding.
Envestnet Asset Management first reported a position in ZTO Express in Q4 2016 and has held it in 36 quarters since.
Envestnet Asset Management's ZTO Express position peaked at $12.9M in Q3 2024.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.