Integrated Wealth Concepts’s ZTO Express ZTO Stock Holding History

Integrated Wealth Concepts’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	$110K	Sell	4,902 -9,370	-66%	-$223K	﹤0.01%	2742
2026 Q1	$359K	Sell	14,272 -20,948	-59%	-$491K	﹤0.01%	1744
2025 Q4	$736K	Buy	35,220 +1,478	+4%	+$29.3K	0.01%	914
2025 Q3	$648K	Buy	33,742 +7,337	+28%	+$140K	0.01%	1207
2025 Q2	$469K	Buy	26,405 +5,184	+24%	+$93.9K	﹤0.01%	1316
2025 Q1	$421K	Buy	+21,221	New	+$414K	﹤0.01%	1227

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

Integrated Wealth Concepts's ZTO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its ZTO Express (ZTO) stake by 66% in Q2 2026, selling an estimated $223K and leaving 4,902 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Integrated Wealth Concepts first reported a position in ZTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $736K in Q4 2025. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Integrated Wealth Concepts held 4,902 shares of ZTO Express worth $110K as of Q2 2026.
Integrated Wealth Concepts sold 9,370 ZTO Express shares in Q2 2026, an estimated $223K.
ZTO Express made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2742 holding.
Integrated Wealth Concepts first reported a position in ZTO Express in Q1 2025 and has held it in 6 quarters since.
Integrated Wealth Concepts's ZTO Express position peaked at $736K in Q4 2025.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.