Advisor OS’s Zscaler ZS Stock Holding History

Advisor OS’s Portfolio ZS Stock Details ZS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-879	Closed	-$263K	–	534
2025 Q3	$263K	Buy	879 +39	+5%	+$11.1K	0.02%	396
2025 Q2	$264K	Buy	+840	New	+$209K	0.03%	377

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's ZS Position: Q4 2025 in Review

Advisor OS sold out of Zscaler (ZS) in Q4 2025, closing a stake of 879 shares — an estimated $263K sold.

Advisor OS first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $264K in Q2 2025. 888 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Advisor OS reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Advisor OS sold 879 Zscaler shares in Q4 2025, an estimated $263K.
Advisor OS first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
Advisor OS's Zscaler position peaked at $264K in Q2 2025.
888 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.