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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 		– Sell
-14,272
Closed -$359K – 2549
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
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

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

Integrated Wealth Concepts sold out of ZTO Express (ZTO) in Q2 2026, closing a stake of 14,272 shares — an estimated $359K sold.

Integrated Wealth Concepts first reported a position in ZTO in Q1 2025 and held it in 5 quarters. The position peaked at $736K in Q4 2025. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining ZTO Express position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,272 ZTO Express shares in Q2 2026, an estimated $359K.
  • Integrated Wealth Concepts first reported a position in ZTO Express in Q1 2025 and held it in 5 quarters.
  • 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.