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Sequoia Financial Advisors’s ZTO Express ZTO Stock Holding History

Sequoia Financial 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 		$443K Sell
19,816
-532
-3% -$12.7K ﹤0.01% 1416
2026
Q1 		$512K Buy
20,348
+1,207
+6% +$28.3K ﹤0.01% 1260
2025
Q4 		$400K Sell
19,141
-8,653
-31% -$171K ﹤0.01% 1402
2025
Q3 		$534K Buy
27,794
+11,486
+70% +$220K ﹤0.01% 1103
2025
Q2 		$289K Buy
+16,308
New +$295K ﹤0.01% 1280

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

Sequoia Financial Advisors's ZTO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its ZTO Express (ZTO) stake by 2.6% in Q2 2026, selling an estimated $12.7K and leaving 19,816 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Sequoia Financial Advisors first reported a position in ZTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $534K in Q3 2025. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Sequoia Financial Advisors held 19,816 shares of ZTO Express worth $443K as of Q2 2026.
  • Sequoia Financial Advisors sold 532 ZTO Express shares in Q2 2026, an estimated $12.7K.
  • ZTO Express made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1416 holding.
  • Sequoia Financial Advisors first reported a position in ZTO Express in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's ZTO Express position peaked at $534K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.