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Wealthspire Advisors (New York)’s ZTO Express ZTO Stock Holding History

Wealthspire Advisors (New York)’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
-201
Closed -$3.86K – 2959
2025
Q3 		$3.86K Buy
+201
New +$3.85K ﹤0.01% 2420

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZTO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of ZTO Express (ZTO) in Q4 2025, closing a stake of 201 shares — an estimated $3.86K sold.

Wealthspire Advisors (New York) first reported a position in ZTO in Q3 2025 and held it in 1 quarter. The position peaked at $3.86K in Q3 2025. 162 funds tracked by Wall St. Rank hold ZTO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining ZTO Express position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 201 ZTO Express shares in Q4 2025, an estimated $3.86K.
  • Wealthspire Advisors (New York) first reported a position in ZTO Express in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s ZTO Express position peaked at $3.86K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held ZTO Express as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.