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SageView Advisory Group’s ZTO Express ZTO Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-113
Closed -$2.36K – 2492
2025
Q4 		$2.36K Buy
+113
New +$2.24K ﹤0.01% 2189

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's ZTO Position: Q1 2026 in Review

SageView Advisory Group sold out of ZTO Express (ZTO) in Q1 2026, closing a stake of 113 shares — an estimated $2.36K sold.

SageView Advisory Group first reported a position in ZTO in Q4 2025 and held it in 1 quarter. The position peaked at $2.36K in Q4 2025. 179 funds tracked by Wall St. Rank hold ZTO as of Q1 2026.

  • SageView Advisory Group reported no remaining ZTO Express position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 113 ZTO Express shares in Q1 2026, an estimated $2.36K.
  • SageView Advisory Group first reported a position in ZTO Express in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's ZTO Express position peaked at $2.36K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held ZTO Express as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.