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Financial Counselors Inc’s ZTO Express ZTO Stock Holding History

Financial Counselors 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
2025
Q2 		– Sell
-10,435
Closed -$207K – 574
2025
Q1 		$207K Sell
10,435
-4,074
-28% -$79.5K ﹤0.01% 565
2024
Q4 		$284K Buy
14,509
+3,783
+35% +$83K ﹤0.01% 512
2024
Q3 		$266K Buy
10,726
+1,069
+11% +$22.1K ﹤0.01% 528
2024
Q2 		$200K Sell
9,657
-17
-0.2% -$372 ﹤0.01% 543
2024
Q1 		$203K Sell
9,674
-24
-0.2% -$459 ﹤0.01% 559
2023
Q4 		$206K Buy
9,698
+241
+3% +$5.47K ﹤0.01% 547
2023
Q3 		$229K Sell
9,457
-362
-4% -$9.21K ﹤0.01% 516
2023
Q2 		$246K Hold
9,819
– – 0.01% 457
2023
Q1 		$281K Sell
9,819
-1,909
-16% -$52.1K 0.01% 433
2022
Q4 		$315K Hold
11,728
– – 0.01% 424
2022
Q3 		$282K Buy
11,728
+1,759
+18% +$45.9K 0.01% 420
2022
Q2 		$274K Hold
9,969
– – 0.01% 436
2022
Q1 		$249K Hold
9,969
– – 0.01% 461
2021
Q4 		$281K Hold
9,969
– – 0.01% 437
2021
Q3 		$306K Hold
9,969
– – 0.01% 443
2021
Q2 		$303K Sell
9,969
-101
-1% -$3.12K 0.01% 451
2021
Q1 		$294K Buy
10,070
+2,272
+29% +$74.2K 0.01% 443
2020
Q4 		$227K Sell
7,798
-18
-0.2% -$529 0.01% 493
2020
Q3 		$234K Sell
7,816
-5,302
-40% -$181K 0.01% 446
2020
Q2 		$482K Sell
13,118
-2,090
-14% -$66.6K 0.02% 365
2020
Q1 		$403K Sell
15,208
-53
-0.3% -$1.28K 0.02% 327
2019
Q4 		$356K Buy
15,261
+574
+4% +$12.4K 0.01% 388
2019
Q3 		$313K Buy
14,687
+586
+4% +$11.8K 0.01% 410
2019
Q2 		$270K Sell
14,101
-136
-1% -$2.56K 0.01% 428
2019
Q1 		$260K Buy
14,237
+386
+3% +$7.07K 0.01% 433
2018
Q4 		$219K Buy
13,851
+3,629
+36% +$58.4K 0.01% 418
2018
Q3 		$169K Buy
+10,222
New +$197K 0.01% 478

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Financial Counselors Inc's ZTO Position: Q2 2025 in Review

Financial Counselors Inc sold out of ZTO Express (ZTO) in Q2 2025, closing a stake of 10,435 shares — an estimated $207K sold.

Financial Counselors Inc first reported a position in ZTO in Q3 2018 and held it in 27 quarters. The position peaked at $482K in Q2 2020. 183 funds tracked by Wall St. Rank hold ZTO as of Q2 2025.

  • Financial Counselors Inc reported no remaining ZTO Express position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 10,435 ZTO Express shares in Q2 2025, an estimated $207K.
  • Financial Counselors Inc first reported a position in ZTO Express in Q3 2018 and held it in 27 quarters.
  • Financial Counselors Inc's ZTO Express position peaked at $482K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held ZTO Express as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.