ZTO β€” ZTO EXPRESS CAYMAN INC

Ownership history in ICON ADVISERS INC/CO  Β·  11 quarters on record

AI Ownership Summary

ICON ADVISERS INC/CO reported ZTO EXPRESS CAYMAN INC (ZTO) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q1. The latest visible filing shows ZTO at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ICON ADVISERS INC/CO's position in ZTO EXPRESS CAYMAN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ZTO was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ICON ADVISERS INC/CO held ZTO β€” position size vs. price
% of Fund (quarterly)    ZTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 200,000 β€” 0% 0.90% $4.2M 2026-02-14 (Est.) $24.66
2025 Q3 REDUCED 200,000 -65,000 -24.5% 0.66% $9.2M 2025-11-12 $19.36
2025 Q2 REDUCED 265,000 -70,000 -20.9% 1.07% $4.7M 2025-08-13 $20.17
2025 Q1 REDUCED 335,000 -10,000 -2.9% 1.55% $6.6M 2025-05-15 $18.16
2024 Q4 ADDED 345,000 +120,000 +53.3% 1.52% $6.7M 2025-02-13 $19.54
2024 Q3 ADDED 225,000 +55,000 +32.4% 1.17% $5.6M 2024-11-13 $20.39
2024 Q2 ADDED 170,000 +85,000 +100.0% 0.79% $3.5M 2024-08-14 $18.78
2024 Q1 UNCHANGED 85,000 β€” 0% 0.40% $1.8M 2024-05-15 $20.64
2023 Q4 UNCHANGED 85,000 β€” 0% 0.41% $1.8M 2024-02-14 $16.77
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ICON ADVISERS INC/CO and ZTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ICON ADVISERS INC/CO reported owning ZTO?

ICON ADVISERS INC/CO reported ZTO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ZTO position in ICON ADVISERS INC/CO's portfolio?

The largest reported portfolio weight for ZTO was 1.55% in 2025 Q1.

What is the latest reported ZTO position on this page?

The most recent filing on this page is 2025 Q4, when ICON ADVISERS INC/CO reported 200,000 shares, equal to 0.90% of portfolio, with an estimated market value of $4.2M.

What does the chart on this ZTO ownership page compare?

The chart compares ICON ADVISERS INC/CO's quarterly ZTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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