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JFS Wealth Advisors’s ZTO Express ZTO Stock Holding History

JFS 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 		$4.19K Hold
187
– – ﹤0.01% 1345
2026
Q1 		$4.71K Hold
187
– – ﹤0.01% 1217
2025
Q4 		$3.91K Buy
187
+41
+28% +$812 ﹤0.01% 1333
2025
Q3 		$2.8K Buy
146
+41
+39% +$785 ﹤0.01% 1340
2025
Q2 		$1.86K Sell
105
-152
-59% -$2.75K ﹤0.01% 1408
2025
Q1 		$5.1K Sell
257
-75
-23% -$1.46K ﹤0.01% 1119
2024
Q4 		$6.49K Buy
332
+56
+20% +$1.23K ﹤0.01% 1017
2024
Q3 		$6.84K Buy
276
+109
+65% +$2.26K ﹤0.01% 998
2024
Q2 		$3.47K Buy
167
+40
+31% +$874 ﹤0.01% 1216
2024
Q1 		$2.66K Sell
127
-32
-20% -$612 ﹤0.01% 1339
2023
Q4 		$3.38K Buy
159
+13
+9% +$295 ﹤0.01% 1217
2023
Q3 		$3.53K Sell
146
-56
-28% -$1.43K ﹤0.01% 1140
2023
Q2 		$5.07K Buy
202
+22
+12% +$606 ﹤0.01% 992
2023
Q1 		$5.16K Buy
180
+20
+13% +$546 ﹤0.01% 973
2022
Q4 		$4.3K Sell
160
-133
-45% -$3.06K ﹤0.01% 1060
2022
Q3 		$7K Buy
293
+237
+423% +$6.18K ﹤0.01% 883
2022
Q2 		$2K Sell
56
-205
-79% -$5.25K ﹤0.01% 1419
2022
Q1 		$7K Sell
261
-267
-51% -$7.54K ﹤0.01% 940
2021
Q4 		$15K Buy
528
+56
+12% +$1.67K ﹤0.01% 626
2021
Q3 		$14K Hold
472
– – ﹤0.01% 598
2021
Q2 		$14K Hold
472
– – ﹤0.01% 412
2021
Q1 		$14K Buy
472
+373
+377% +$12.2K ﹤0.01% 388
2020
Q4 		$3K Hold
99
– – ﹤0.01% 521
2020
Q3 		$3K Hold
99
– – ﹤0.01% 496
2020
Q2 		$4K Hold
99
– – ﹤0.01% 456
2020
Q1 		$3K Hold
99
– – ﹤0.01% 423
2019
Q4 		$2K Buy
+99
New +$2.14K ﹤0.01% 468

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

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

JFS Wealth Advisors held its ZTO Express (ZTO) position steady in Q2 2026 at 187 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

JFS Wealth Advisors first reported a position in ZTO in Q4 2019 and has held it in 27 quarters since. The position peaked at $15K in Q4 2021. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • JFS Wealth Advisors held 187 shares of ZTO Express worth $4.19K as of Q2 2026.
  • JFS Wealth Advisors left its ZTO Express share count unchanged in Q2 2026.
  • ZTO Express made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1345 holding.
  • JFS Wealth Advisors first reported a position in ZTO Express in Q4 2019 and has held it in 27 quarters since.
  • JFS Wealth Advisors's ZTO Express position peaked at $15K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.