Morgan Stanley
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Morgan Stanley’s ZTO Express ZTO Stock Holding History

Morgan Stanley’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
Q1 		$93.4M Sell
3,710,077
-1,749,231
-32% -$41M 0.01% 1501
2025
Q4 		$114M Buy
5,459,308
+69,529
+1% +$1.38M 0.01% 1341
2025
Q3 		$103M Buy
5,389,779
+1,738,400
+48% +$33.3M 0.01% 1380
2025
Q2 		$64.8M Sell
3,651,379
-3,581,618
-50% -$64.9M ﹤0.01% 1676
2025
Q1 		$144M Sell
7,232,997
-2,152,259
-23% -$42M 0.01% 1018
2024
Q4 		$183M Buy
9,385,256
+6,225,628
+197% +$137M 0.01% 878
2024
Q3 		$78.3M Sell
3,159,628
-189,484
-6% -$3.93M 0.01% 1431
2024
Q2 		$69.5M Sell
3,349,112
-1,655,114
-33% -$36.2M 0.01% 1442
2024
Q1 		$105M Sell
5,004,226
-1,262,180
-20% -$24.1M 0.01% 1162
2023
Q4 		$133M Buy
6,266,406
+451,034
+8% +$10.2M 0.01% 1451
2023
Q3 		$141M Buy
5,815,372
+1,772,502
+44% +$45.1M 0.01% 864
2023
Q2 		$101M Sell
4,042,870
-1,026,789
-20% -$28.3M 0.01% 1082
2023
Q1 		$145M Buy
5,069,659
+677,721
+15% +$18.5M 0.02% 845
2022
Q4 		$118M Buy
4,391,938
+331,676
+8% +$7.62M 0.01% 932
2022
Q3 		$97.6M Buy
4,060,262
+888,864
+28% +$23.2M 0.01% 910
2022
Q2 		$87.1M Sell
3,171,398
-1,022,707
-24% -$26.2M 0.01% 1012
2022
Q1 		$105M Sell
4,194,105
-1,014,647
-19% -$28.7M 0.01% 836
2021
Q4 		$147M Sell
5,208,752
-144,021
-3% -$4.3M 0.02% 694
2021
Q3 		$164M Sell
5,352,773
-2,977,372
-36% -$85.4M 0.02% 608
2021
Q2 		$253M Buy
8,330,145
+2,746,795
+49% +$84.8M 0.03% 458
2021
Q1 		$163M Buy
5,583,350
+1,594,798
+40% +$52.1M 0.02% 557
2020
Q4 		$116M Buy
3,988,552
+3,181,095
+394% +$93.4M 0.02% 652
2020
Q3 		$24.2M Sell
807,457
-141,125
-15% -$4.82M ﹤0.01% 1341
2020
Q2 		$34.8M Buy
948,582
+72,940
+8% +$2.33M 0.01% 1054
2020
Q1 		$23.2M Sell
875,642
-81,496
-9% -$1.98M 0.01% 1179
2019
Q4 		$22.3M Sell
957,138
-815,815
-46% -$17.6M 0.01% 1559
2019
Q3 		$37.8M Sell
1,772,953
-1,535,205
-46% -$30.9M 0.01% 1030
2019
Q2 		$63.3M Sell
3,308,158
-3,707,283
-53% -$69.7M 0.02% 739
2019
Q1 		$128M Sell
7,015,441
-1,040,503
-13% -$19.1M 0.04% 464
2018
Q4 		$128M Sell
8,055,944
-280,297
-3% -$4.51M 0.04% 443
2018
Q3 		$138M Buy
8,336,241
+27,030
+0.3% +$521K 0.03% 480
2018
Q2 		$166M Sell
8,309,211
-1,666,449
-17% -$30M 0.04% 389
2018
Q1 		$150M Buy
9,975,660
+3,047,634
+44% +$47.8M 0.04% 425
2017
Q4 		$110M Sell
6,928,026
-1,031,121
-13% -$16.3M 0.03% 551
2017
Q3 		$112M Buy
7,959,147
+3,566,784
+81% +$51.4M 0.03% 511
2017
Q2 		$61.3M Buy
4,392,363
+1,760,738
+67% +$24.3M 0.02% 801
2017
Q1 		$34.4M Buy
2,631,625
+2,052,111
+354% +$26.6M 0.01% 1138
2016
Q4 		$6.99M Buy
+579,514
New +$8.35M ﹤0.01% 2642

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley's ZTO Position: Q1 2026 in Review

Morgan Stanley reduced its ZTO Express (ZTO) stake by 32% in Q1 2026, selling an estimated $41M and leaving 3,710,077 shares worth $93.4M. The position accounts for 0.01% of the portfolio, ranked #1501.

Morgan Stanley first reported a position in ZTO in Q4 2016 and has held it in 38 quarters since. The position peaked at $253M in Q2 2021. 179 funds tracked by Wall St. Rank hold ZTO as of Q1 2026.

  • Morgan Stanley held 3,710,077 shares of ZTO Express worth $93.4M as of Q1 2026.
  • Morgan Stanley sold 1,749,231 ZTO Express shares in Q1 2026, an estimated $41M.
  • ZTO Express made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1501 holding.
  • Morgan Stanley first reported a position in ZTO Express in Q4 2016 and has held it in 38 quarters since.
  • Morgan Stanley's ZTO Express position peaked at $253M in Q2 2021.
  • 179 funds tracked by Wall St. Rank held ZTO Express as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.