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LRI Investments’s ZTO Express ZTO Stock Holding History

LRI Investments’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 		$604 Buy
+27
New +$643 ﹤0.01% 1496
2025
Q4 		– Sell
-46
Closed -$885 – 1416
2025
Q3 		$885 Sell
46
-199
-81% -$3.81K ﹤0.01% 1263
2025
Q2 		$4.35K Hold
245
– – ﹤0.01% 1050
2025
Q1 		$4.86K Hold
245
– – ﹤0.01% 958
2024
Q4 		$4.79K Hold
245
– – ﹤0.01% 945
2024
Q3 		$5.13K Hold
245
– – ﹤0.01% 932
2024
Q2 		$5.08K Buy
+245
New +$5.36K ﹤0.01% 893

Other funds holding ZTO

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

LRI Investments's ZTO Position: Q2 2026 in Review

LRI Investments opened a new position in ZTO Express (ZTO) in Q2 2026: 27 shares worth $604. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: LRI Investments previously reported a position in ZTO as recently as Q3 2025.

LRI Investments first reported a position in ZTO in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.13K in Q3 2024. 39 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • LRI Investments held 27 shares of ZTO Express worth $604 as of Q2 2026.
  • ZTO Express was a new LRI Investments position in Q2 2026.
  • ZTO Express made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1496 holding.
  • LRI Investments first reported a position in ZTO Express in Q2 2024 and has held it in 7 quarters since.
  • LRI Investments's ZTO Express position peaked at $5.13K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.