Portman Square Capital’s ZTO Express ZTO Stock Holding History

Portman Square Capital’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	$11M	Sell	493,700 -57,700	-10%	-$1.37M	0.52%	49
2026 Q1	$13.9M	Buy	+551,400	New	+$12.9M	0.53%	53
2024 Q1	–	Sell	-2,200,000	Closed	-$46.8M	–	472
2023 Q4	$46.8M	Buy	2,200,000 +433,100	+25%	+$9.83M	1.07%	17
2023 Q3	$42.7M	Buy	1,766,900 +486,400	+38%	+$12.4M	1.05%	16
2023 Q2	$32.1M	Sell	1,280,500 -301,900	-19%	-$8.31M	0.91%	22
2023 Q1	$45.4M	Buy	1,582,400 +1,082,400	+216%	+$29.6M	2.08%	11
2022 Q4	$13.4M	Buy	+500,000	New	+$11.5M	0.99%	26

Other funds holding ZTO

CGH

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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Portman Square Capital's ZTO Position: Q2 2026 in Review

Portman Square Capital reduced its ZTO Express (ZTO) stake by 12% in Q2 2026, selling an estimated $221K and leaving 71,243 shares worth $1.59M. The position accounts for 0.08% of the portfolio, ranked #80.

Portman Square Capital first reported a position in ZTO in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.57M in Q3 2023. 20 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Portman Square Capital held 71,243 shares of ZTO Express worth $1.59M as of Q2 2026.
Portman Square Capital sold 9,263 ZTO Express shares in Q2 2026, an estimated $221K.
ZTO Express made up 0.08% of Portman Square Capital's portfolio in Q2 2026, its #80 holding.
Portman Square Capital first reported a position in ZTO Express in Q4 2022 and has held it in 8 quarters since.
Portman Square Capital's ZTO Express position peaked at $4.57M in Q3 2023.
20 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Portman Square Capital's 13F filing for Q2 2026, filed 15 Jul 2026.