Steward Partners Investment Advisory’s ZTO Express ZTO Stock Holding History

Steward Partners Investment Advisory’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	$797	Buy	+36	New	+$857	﹤0.01%	4414
2021 Q2	–	Sell	-940	Closed	-$27.4K	–	7439
2021 Q1	$27.4K	Buy	+940	New	+$30.7K	﹤0.01%	2318
2020 Q2	–	Sell	-9,523	Closed	-$252K	–	2762
2020 Q1	$252K	Sell	9,523 -775	-8%	-$18.8K	0.01%	727
2019 Q4	$240K	Buy	+10,298	New	+$223K	0.01%	828
2018 Q4	–	Sell	-22,584	Closed	-$374K	–	2214
2018 Q3	$374K	Buy	22,584 +471	+2%	+$9.07K	0.02%	572
2018 Q2	$442K	Buy	+22,113	New	+$398K	0.03%	486

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Steward Partners Investment Advisory's ZTO Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in ZTO Express (ZTO) in Q2 2026: 36 shares worth $797. The stake represents ﹤0.01% of the portfolio and ranks #4414 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in ZTO as recently as Q1 2021.

Steward Partners Investment Advisory first reported a position in ZTO in Q2 2018 and has held it in 6 quarters since. The position peaked at $442K in Q2 2018. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Steward Partners Investment Advisory held 36 shares of ZTO Express worth $797 as of Q2 2026.
ZTO Express was a new Steward Partners Investment Advisory position in Q2 2026.
ZTO Express made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4414 holding.
Steward Partners Investment Advisory first reported a position in ZTO Express in Q2 2018 and has held it in 6 quarters since.
Steward Partners Investment Advisory's ZTO Express position peaked at $442K in Q2 2018.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.