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Pinnacle Wealth Planning Services’s ZTO Express ZTO Stock Holding History

Pinnacle Wealth Planning Services’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 		$11.3K Hold
507
– – ﹤0.01% 2018
2026
Q1 		$12.8K Sell
507
-1
-0.2% -$23 ﹤0.01% 1908
2025
Q4 		$10.6K Buy
+508
New +$10.1K ﹤0.01% 1989
2021
Q1 		– Sell
-630
Closed -$18K – 2013
2020
Q4 		$18K Buy
+630
New +$18.5K ﹤0.01% 1205

Other funds holding ZTO

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Goldman Sachs
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
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
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZTO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its ZTO Express (ZTO) position steady in Q2 2026 at 507 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Pinnacle Wealth Planning Services first reported a position in ZTO in Q4 2020 and has held it in 4 quarters since. The position peaked at $18K in Q4 2020. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 507 shares of ZTO Express worth $11.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its ZTO Express share count unchanged in Q2 2026.
  • ZTO Express made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2018 holding.
  • Pinnacle Wealth Planning Services first reported a position in ZTO Express in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's ZTO Express position peaked at $18K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.