WTA
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Washington Trust Advisors’s ZTO Express ZTO Stock Holding History

Washington Trust 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
2025
Q4 		– Sell
-50
Closed -$953 – 698
2025
Q3 		$953 Buy
+50
New +$957 ﹤0.01% 679
2025
Q2 		– Sell
-243
Closed -$4.82K – 654
2025
Q1 		$4.82K Hold
243
– – ﹤0.01% 553
2024
Q4 		$4.75K Hold
243
– – ﹤0.01% 580
2024
Q3 		$6.02K Hold
243
– – ﹤0.01% 549
2024
Q2 		$5.04K Buy
+243
New +$5.31K ﹤0.01% 554

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Morgan Stanley
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SCMS
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Fisher Asset Management
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UBS Group
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PIM
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Citigroup
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TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return