Physician Wealth Advisors’s ZTO Express ZTO Stock Holding History

Physician Wealth 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
2026 Q2	$3.25K	Buy	145 +42	+41%	+$1K	﹤0.01%	1297
2026 Q1	$2.59K	Sell	103 -37	-26%	-$867	﹤0.01%	1240
2025 Q4	$2.92K	Buy	140 +27	+24%	+$535	﹤0.01%	1140
2025 Q3	$2.17K	Buy	113 +37	+49%	+$708	﹤0.01%	1190
2025 Q2	$1.35K	Sell	76 -13	-15%	-$235	﹤0.01%	1210
2025 Q1	$1.77K	Sell	89 -378	-81%	-$7.38K	﹤0.01%	897
2024 Q4	$9.13K	Buy	+467	New	+$10.2K	﹤0.01%	644

Other funds holding ZTO

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PSC

Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Physician Wealth Advisors's ZTO Position: Q2 2026 in Review

Physician Wealth Advisors increased its ZTO Express (ZTO) stake by 41% in Q2 2026, buying an estimated $1K and bringing the position to 145 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Physician Wealth Advisors first reported a position in ZTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.13K in Q4 2024. 46 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Physician Wealth Advisors held 145 shares of ZTO Express worth $3.25K as of Q2 2026.
Physician Wealth Advisors bought 42 ZTO Express shares in Q2 2026, an estimated $1K.
ZTO Express made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1297 holding.
Physician Wealth Advisors first reported a position in ZTO Express in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's ZTO Express position peaked at $9.13K in Q4 2024.
46 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.