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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZTO holding history

ZTO Express (Cayman) Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZTO overviewAll 13F holders of ZTOFull Q2 2026 holdings

Shares (Q2 2026)
5,295
Value
$118.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of ZTO by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,295$118.5K<0.1%−3,434−39.3%ReducedHolders
Q1 20268,729$219.7K<0.1%+3,045+53.6%AddedHolders
Q4 20255,684$118.7K<0.1%+412+7.8%AddedHolders
Q3 20255,272$101.2K<0.1%+1,783+51.1%AddedHolders
Q2 20253,489$61.9K<0.1%+2,127+156.2%AddedHolders
Q1 20251,362$27.0K<0.1%+329+31.8%AddedHolders
Q4 20241,033$20.2K<0.1%−332−24.3%ReducedHolders
Q3 20241,365$33.8K<0.1%+291+27.1%AddedHolders
Q2 20241,074$20.4K<0.1%+163+17.9%AddedHolders
Q1 2024911$19.1K<0.1%+887+3,695.8%AddedHolders
Q4 202324$511<0.1%−43−64.2%ReducedHolders
Q3 202367$1.62K<0.1%+16+31.4%AddedHolders
Q2 202351$1.28K<0.1%−44−46.3%ReducedHolders
Q1 202395$2.72K<0.1%+95NewHolders
Q1 20220$00.0%−84−100.0%Sold outHolders
Q4 202184$2.00K<0.1%–No prior filingHolders