Root Financial Partners’s ZTO Express ZTO Stock Holding History

Root Financial Partners’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	-23	Closed	-$579	–	3261
2026 Q1	$579	Buy	+23	New	+$539	﹤0.01%	2817

Other funds holding ZTO

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

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

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

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

Root Financial Partners's ZTO Position: Q2 2026 in Review

Root Financial Partners sold out of ZTO Express (ZTO) in Q2 2026, closing a stake of 23 shares — an estimated $579 sold.

Root Financial Partners first reported a position in ZTO in Q1 2026 and held it in 1 quarter. The position peaked at $579 in Q1 2026. 39 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Root Financial Partners reported no remaining ZTO Express position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 23 ZTO Express shares in Q2 2026, an estimated $579.
Root Financial Partners first reported a position in ZTO Express in Q1 2026 and held it in 1 quarter.
Root Financial Partners's ZTO Express position peaked at $579 in Q1 2026.
39 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.