Orion Portfolio Solutions’s ZTO Express ZTO Stock Holding History

Orion Portfolio Solutions’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 Q1	$308K	Buy	15,545 +1,027	+7%	+$20K	﹤0.01%	1614
2024 Q4	$284K	Sell	14,518 -229	-2%	-$5.02K	﹤0.01%	1588
2024 Q3	$365K	Sell	14,747 -398	-3%	-$8.24K	﹤0.01%	1441
2024 Q2	$314K	Buy	+15,145	New	+$331K	﹤0.01%	1450
2023 Q4	–	Sell	-26,577	Closed	-$642K	–	1767
2023 Q3	$642K	Buy	26,577 +16,449	+162%	+$418K	0.01%	1109
2023 Q2	$254K	Buy	10,128 +1,465	+17%	+$40.3K	﹤0.01%	1469
2023 Q1	$248K	Buy	+8,663	New	+$237K	﹤0.01%	1416

Other funds holding ZTO

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

PIM

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

Serenity Capital Palo Alto, California $167M AUM

Orion Portfolio Solutions's ZTO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its ZTO Express (ZTO) stake by 7.1% in Q1 2025, buying an estimated $20K and bringing the position to 15,545 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Orion Portfolio Solutions first reported a position in ZTO in Q1 2023 and has held it in 7 quarters since. The position peaked at $642K in Q3 2023. 206 funds tracked by Wall St. Rank hold ZTO as of Q1 2025.

Orion Portfolio Solutions held 15,545 shares of ZTO Express worth $308K as of Q1 2025.
Orion Portfolio Solutions bought 1,027 ZTO Express shares in Q1 2025, an estimated $20K.
ZTO Express made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1614 holding.
Orion Portfolio Solutions first reported a position in ZTO Express in Q1 2023 and has held it in 7 quarters since.
Orion Portfolio Solutions's ZTO Express position peaked at $642K in Q3 2023.
206 funds tracked by Wall St. Rank held ZTO Express as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.