LPL Financial’s ZTO Express ZTO Stock Holding History

LPL Financial’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	$703K	Buy	+31,425	New	+$748K	﹤0.01%	4739
2025 Q4	–	Sell	-10,707	Closed	-$206K	–	6093
2025 Q3	$206K	Buy	10,707 +227	+2%	+$4.35K	﹤0.01%	5333
2025 Q2	$186K	Sell	10,480 -2,866	-21%	-$51.9K	﹤0.01%	5116
2025 Q1	$265K	Buy	13,346 +1,481	+12%	+$28.9K	﹤0.01%	4662
2024 Q4	$232K	Buy	+11,865	New	+$260K	﹤0.01%	4720
2021 Q2	–	Sell	-54,123	Closed	-$1.58M	–	4316
2021 Q1	$1.58M	Buy	54,123 +5,171	+11%	+$169K	﹤0.01%	2013
2020 Q4	$1.43M	Buy	+48,952	New	+$1.44M	﹤0.01%	1919
2020 Q3	–	Sell	-11,157	Closed	-$410K	–	3637
2020 Q2	$410K	Buy	+11,157	New	+$356K	﹤0.01%	2575
2020 Q1	–	Sell	-9,318	Closed	-$218K	–	3443
2019 Q4	$218K	Buy	+9,318	New	+$201K	﹤0.01%	3033

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

LPL Financial's ZTO Position: Q2 2026 in Review

LPL Financial opened a new position in ZTO Express (ZTO) in Q2 2026: 31,425 shares worth $703K. The stake represents ﹤0.01% of the portfolio and ranks #4739 among its holdings. This is a return to the name: LPL Financial previously reported a position in ZTO as recently as Q3 2025.

LPL Financial first reported a position in ZTO in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.58M in Q1 2021. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

LPL Financial held 31,425 shares of ZTO Express worth $703K as of Q2 2026.
ZTO Express was a new LPL Financial position in Q2 2026.
ZTO Express made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4739 holding.
LPL Financial first reported a position in ZTO Express in Q4 2019 and has held it in 9 quarters since.
LPL Financial's ZTO Express position peaked at $1.58M in Q1 2021.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.