Goldman Sachs’s ZTO Express ZTO Stock Holding History

Goldman Sachs’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	–	Sell	-150,000	Closed	-$3.78M	–	7054
2026 Q1	$3.78M	Sell	150,000 -207,600	-58%	-$4.86M	﹤0.01%	3963
2025 Q4	$7.47M	Buy	357,600 +212,900	+147%	+$4.22M	﹤0.01%	3367
2025 Q3	$2.78M	Sell	144,700 -463,700	-76%	-$8.88M	﹤0.01%	4190
2025 Q2	$10.8M	Buy	608,400 +105,000	+21%	+$1.9M	﹤0.01%	2688
2025 Q1	$9.99M	Buy	503,400 +403,400	+403%	+$7.87M	﹤0.01%	2693
2024 Q4	$1.96M	Buy	+100,000	New	+$2.19M	﹤0.01%	4299
2024 Q3	–	Sell	-30,000	Closed	-$623K	–	6116
2024 Q2	$623K	Buy	30,000 +10,000	+50%	+$219K	﹤0.01%	4705
2024 Q1	$419K	Buy	+20,000	New	+$383K	﹤0.01%	4830
2023 Q3	–	Sell	-100,000	Closed	-$2.51M	–	5901
2023 Q2	$2.51M	Buy	+100,000	New	+$2.75M	﹤0.01%	3698
2021 Q3	–	Sell	-300,000	Closed	-$9.11M	–	6558
2021 Q2	$9.11M	Buy	+300,000	New	+$9.26M	﹤0.01%	2779

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs's ZTO Position: Q2 2026 in Review

Goldman Sachs reduced its ZTO Express (ZTO) stake by 4.1% in Q2 2026, selling an estimated $5.33M and leaving 5,285,030 shares worth $118M. The position accounts for 0.01% of the portfolio, ranked #1108.

Goldman Sachs first reported a position in ZTO in Q4 2016 and has held it in 39 quarters since. The position peaked at $320M in Q1 2023. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Goldman Sachs held 5,285,030 shares of ZTO Express worth $118M as of Q2 2026.
Goldman Sachs sold 223,786 ZTO Express shares in Q2 2026, an estimated $5.33M.
ZTO Express made up 0.01% of Goldman Sachs's portfolio in Q2 2026, its #1108 holding.
Goldman Sachs first reported a position in ZTO Express in Q4 2016 and has held it in 39 quarters since.
Goldman Sachs's ZTO Express position peaked at $320M in Q1 2023.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.