PDS Planning’s ZTO Express ZTO Stock Holding History

PDS Planning’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	–	Sell	-8,566	Closed	-$216K	–	628
2026 Q1	$216K	Buy	+8,566	New	+$201K	0.01%	498

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

PDS Planning's ZTO Position: Q2 2026 in Review

PDS Planning sold out of ZTO Express (ZTO) in Q2 2026, closing a stake of 8,566 shares — an estimated $216K sold.

PDS Planning first reported a position in ZTO in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 197 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

PDS Planning reported no remaining ZTO Express position as of Q2 2026 after selling out during the quarter.
PDS Planning sold 8,566 ZTO Express shares in Q2 2026, an estimated $216K.
PDS Planning first reported a position in ZTO Express in Q1 2026 and held it in 1 quarter.
PDS Planning's ZTO Express position peaked at $216K in Q1 2026.
197 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.