NewEdge Advisors’s ZTO Express ZTO Stock Holding History

NewEdge 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
2025 Q3	–	Sell	-24	Closed	-$433	–	4266
2025 Q2	$433	Hold	24	–	–	﹤0.01%	3815
2025 Q1	$476	Hold	24	–	–	﹤0.01%	3718
2024 Q4	$469	Hold	24	–	–	﹤0.01%	3666
2024 Q3	$586	Hold	24	–	–	﹤0.01%	3590
2024 Q2	$491	Sell	24 -33	-58%	-$721	﹤0.01%	3571
2024 Q1	$1.19K	Buy	57 +3	+6%	+$57	﹤0.01%	3466
2023 Q4	$1.15K	Buy	+54	New	+$1.23K	﹤0.01%	3444
2020 Q3	–	Sell	-6,051	Closed	-$222K	–	991
2020 Q2	$222K	Buy	+6,051	New	+$193K	0.01%	750

Other funds holding ZTO

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewEdge Advisors's ZTO Position: Q3 2025 in Review

NewEdge Advisors sold out of ZTO Express (ZTO) in Q3 2025, closing a stake of 24 shares — an estimated $433 sold.

NewEdge Advisors first reported a position in ZTO in Q2 2020 and held it in 8 quarters. The position peaked at $222K in Q2 2020. 171 funds tracked by Wall St. Rank hold ZTO as of Q3 2025.

NewEdge Advisors reported no remaining ZTO Express position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 24 ZTO Express shares in Q3 2025, an estimated $433.
NewEdge Advisors first reported a position in ZTO Express in Q2 2020 and held it in 8 quarters.
NewEdge Advisors's ZTO Express position peaked at $222K in Q2 2020.
171 funds tracked by Wall St. Rank held ZTO Express as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.