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EverSource Wealth Advisors’s ZTO Express ZTO Stock Holding History

EverSource Wealth Advisors’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 		$119K Sell
5,295
-3,434
-39% -$81.8K ﹤0.01% 1304
2026
Q1 		$220K Buy
8,729
+3,045
+54% +$71.4K 0.01% 1001
2025
Q4 		$119K Buy
5,684
+412
+8% +$8.16K ﹤0.01% 1224
2025
Q3 		$101K Buy
5,272
+1,783
+51% +$34.1K ﹤0.01% 1268
2025
Q2 		$61.9K Buy
3,489
+2,127
+156% +$38.5K ﹤0.01% 1488
2025
Q1 		$27K Buy
1,362
+329
+32% +$6.42K ﹤0.01% 1533
2024
Q4 		$20.2K Sell
1,033
-332
-24% -$7.28K ﹤0.01% 1618
2024
Q3 		$33.8K Buy
1,365
+291
+27% +$6.03K ﹤0.01% 1236
2024
Q2 		$20.4K Buy
1,074
+163
+18% +$3.56K ﹤0.01% 1497
2024
Q1 		$19.1K Buy
911
+887
+3,696% +$17K ﹤0.01% 1385
2023
Q4 		$511 Sell
24
-43
-64% -$976 ﹤0.01% 2519
2023
Q3 		$1.62K Buy
67
+16
+31% +$407 ﹤0.01% 2077
2023
Q2 		$1.28K Sell
51
-44
-46% -$1.21K ﹤0.01% 2146
2023
Q1 		$2.72K Buy
+95
New +$2.59K ﹤0.01% 1841
2022
Q1 		– Sell
-84
Closed -$2K – 1874
2021
Q4 		$2K Buy
+84
New +$2.51K ﹤0.01% 1646

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

EverSource Wealth Advisors's ZTO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ZTO Express (ZTO) stake by 39% in Q2 2026, selling an estimated $81.8K and leaving 5,295 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

EverSource Wealth Advisors first reported a position in ZTO in Q4 2021 and has held it in 15 quarters since. The position peaked at $220K in Q1 2026. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • EverSource Wealth Advisors held 5,295 shares of ZTO Express worth $119K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,434 ZTO Express shares in Q2 2026, an estimated $81.8K.
  • ZTO Express made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1304 holding.
  • EverSource Wealth Advisors first reported a position in ZTO Express in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's ZTO Express position peaked at $220K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.