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SimplyRich’s ZTO Express ZTO Stock Holding History

SimplyRich’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 		$248K Sell
11,121
-19
-0.2% -$452 0.06% 160
2026
Q1 		$280K Buy
+11,140
New +$261K 0.07% 204
2025
Q2 		– Sell
-11,308
Closed -$224K – 224
2025
Q1 		$224K Sell
11,308
-210
-2% -$4.1K 0.06% 207
2024
Q4 		$225K Buy
11,518
+1,325
+13% +$29.1K 0.06% 208
2024
Q3 		$252K Buy
+10,193
New +$211K 0.07% 204

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

SimplyRich's ZTO Position: Q2 2026 in Review

SimplyRich reduced its ZTO Express (ZTO) stake by 0.17% in Q2 2026, selling an estimated $452 and leaving 11,121 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #160.

SimplyRich first reported a position in ZTO in Q3 2024 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • SimplyRich held 11,121 shares of ZTO Express worth $248K as of Q2 2026.
  • SimplyRich sold 19 ZTO Express shares in Q2 2026, an estimated $452.
  • ZTO Express made up 0.06% of SimplyRich's portfolio in Q2 2026, its #160 holding.
  • SimplyRich first reported a position in ZTO Express in Q3 2024 and has held it in 5 quarters since.
  • SimplyRich's ZTO Express position peaked at $280K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.