O'Shaughnessy Asset Management’s ZTO Express ZTO Stock Holding History

O'Shaughnessy Asset Management’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	$1.03M	Buy	45,813 +517	+1%	+$12.3K	﹤0.01%	1236
2026 Q1	$1.14M	Buy	45,296 +10,860	+32%	+$254K	0.01%	1120
2025 Q4	$719K	Buy	34,436 +6,937	+25%	+$137K	﹤0.01%	1312
2025 Q3	$528K	Buy	27,499 +12,758	+87%	+$244K	﹤0.01%	1455
2025 Q2	$262K	Sell	14,741 -12,716	-46%	-$230K	﹤0.01%	1699
2025 Q1	$545K	Buy	27,457 +13,334	+94%	+$260K	﹤0.01%	1278
2024 Q4	$276K	Sell	14,123 -3,673	-21%	-$80.6K	﹤0.01%	1581
2024 Q3	$461K	Buy	17,796 +681	+4%	+$14.1K	﹤0.01%	1265
2024 Q2	$355K	Buy	17,115 +6,148	+56%	+$134K	﹤0.01%	1278
2024 Q1	$230K	Buy	+10,967	New	+$210K	﹤0.01%	1441
2023 Q4	–	Sell	-10,143	Closed	-$245K	–	1802
2023 Q3	$245K	Buy	+10,143	New	+$258K	﹤0.01%	1201
2021 Q4	–	Sell	-1,314	Closed	-$40K	–	2539
2021 Q3	$40K	Buy	1,314 +111	+9%	+$3.19K	﹤0.01%	1747
2021 Q2	$37K	Hold	1,203	–	–	﹤0.01%	1676
2021 Q1	$35K	Hold	1,203	–	–	﹤0.01%	1513
2020 Q4	$35K	Buy	1,203 +92	+8%	+$2.7K	﹤0.01%	1324
2020 Q3	$33K	Hold	1,111	–	–	﹤0.01%	1172
2020 Q2	$41K	Buy	+1,111	New	+$35.4K	﹤0.01%	1026
2020 Q1	–	Sell	-10	Closed	–	–	1867
2019 Q4	$0	Buy	+10	New	+$216	﹤0.01%	1916

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

O'Shaughnessy Asset Management's ZTO Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its ZTO Express (ZTO) stake by 1.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 45,813 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

O'Shaughnessy Asset Management first reported a position in ZTO in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2026. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

O'Shaughnessy Asset Management held 45,813 shares of ZTO Express worth $1.03M as of Q2 2026.
O'Shaughnessy Asset Management bought 517 ZTO Express shares in Q2 2026, an estimated $12.3K.
ZTO Express made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1236 holding.
O'Shaughnessy Asset Management first reported a position in ZTO Express in Q4 2019 and has held it in 18 quarters since.
O'Shaughnessy Asset Management's ZTO Express position peaked at $1.14M in Q1 2026.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.