EI
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Ethic Inc’s ZTO Express ZTO Stock Holding History

Ethic Inc’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 		$610K Buy
27,256
+10,133
+59% +$241K 0.01% 879
2026
Q1 		$431K Buy
17,123
+1,180
+7% +$27.7K 0.01% 920
2025
Q4 		$333K Buy
15,943
+569
+4% +$11.3K 0.01% 966
2025
Q3 		$295K Buy
+15,374
New +$294K ﹤0.01% 1005
2024
Q4 		– Sell
-14,651
Closed -$314K – 1236
2024
Q3 		$314K Sell
14,651
-2,996
-17% -$62.1K 0.01% 873
2024
Q2 		$366K Buy
17,647
+2,666
+18% +$58.3K 0.01% 851
2024
Q1 		$314K Buy
14,981
+4,052
+37% +$77.5K 0.01% 871
2023
Q4 		$233K Sell
10,929
-1,193
-10% -$27.1K 0.01% 948
2023
Q3 		$293K Buy
12,122
+2,728
+29% +$69.4K 0.01% 818
2023
Q2 		$236K Sell
9,394
-2,062
-18% -$56.8K 0.01% 865
2023
Q1 		$328K Buy
11,456
+729
+7% +$19.9K 0.01% 766
2022
Q4 		$288K Buy
+10,727
New +$247K 0.02% 731
2022
Q3 		– Sell
-38,944
Closed -$1.07M – 846
2022
Q2 		$1.07M Buy
38,944
+5,051
+15% +$129K 0.07% 307
2022
Q1 		$847K Buy
33,893
+17,339
+105% +$490K 0.06% 345
2021
Q4 		$467K Buy
16,554
+6,748
+69% +$201K 0.04% 425
2021
Q3 		$301K Buy
9,806
+2,135
+28% +$61.3K 0.03% 477
2021
Q2 		$233K Buy
+7,671
New +$237K 0.03% 504

Other funds holding ZTO

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ethic Inc's ZTO Position: Q2 2026 in Review

Ethic Inc increased its ZTO Express (ZTO) stake by 59% in Q2 2026, buying an estimated $241K and bringing the position to 27,256 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #879.

Ethic Inc first reported a position in ZTO in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.07M in Q2 2022. 37 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Ethic Inc held 27,256 shares of ZTO Express worth $610K as of Q2 2026.
  • Ethic Inc bought 10,133 ZTO Express shares in Q2 2026, an estimated $241K.
  • ZTO Express made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #879 holding.
  • Ethic Inc first reported a position in ZTO Express in Q2 2021 and has held it in 17 quarters since.
  • Ethic Inc's ZTO Express position peaked at $1.07M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.