AWM
ZS icon

AE Wealth Management’s Zscaler ZS Stock Holding History

AE Wealth Management’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
-1,529
Closed -$458K – 2563
2025
Q3 		$458K Buy
1,529
+201
+15% +$57.3K ﹤0.01% 1011
2025
Q2 		$417K Sell
1,328
-574
-30% -$143K ﹤0.01% 988
2025
Q1 		$377K Buy
+1,902
New +$379K ﹤0.01% 1004
2024
Q1 		– Sell
-25,244
Closed -$5.98M – 2043
2023
Q4 		$5.98M Buy
25,244
+19,101
+311% +$3.54M 0.03% 541
2023
Q3 		$956K Sell
6,143
-538
-8% -$80.7K 0.01% 1115
2023
Q2 		$977K Sell
6,681
-1,914
-22% -$234K 0.01% 1097
2023
Q1 		$1M Sell
8,595
-593
-6% -$71.1K 0.01% 1043
2022
Q4 		$1.03M Buy
9,188
+3,492
+61% +$474K 0.01% 968
2022
Q3 		$936K Sell
5,696
-435
-7% -$71.2K 0.01% 968
2022
Q2 		$917K Sell
6,131
-1,142
-16% -$202K 0.01% 918
2022
Q1 		$1.75M Buy
7,273
+2,889
+66% +$710K 0.01% 737
2021
Q4 		$1.41M Buy
4,384
+72
+2% +$22.7K 0.01% 809
2021
Q3 		$1.13M Sell
4,312
-555
-11% -$139K 0.01% 830
2021
Q2 		$1.05M Sell
4,867
-731
-13% -$139K 0.01% 816
2021
Q1 		$961K Buy
5,598
+4,327
+340% +$860K 0.01% 784
2020
Q4 		$254K Buy
+1,271
New +$202K ﹤0.01% 1193
2020
Q2 		– Sell
-6,766
Closed -$412K – 1355
2020
Q1 		$412K Buy
+6,766
New +$372K 0.01% 744
2019
Q3 		– Sell
-3,176
Closed -$243K – 1076
2019
Q2 		$243K Buy
+3,176
New +$226K 0.01% 835

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's ZS Position: Q4 2025 in Review

AE Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 1,529 shares — an estimated $458K sold.

AE Wealth Management first reported a position in ZS in Q2 2019 and held it in 18 quarters. The position peaked at $5.98M in Q4 2023. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • AE Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,529 Zscaler shares in Q4 2025, an estimated $458K.
  • AE Wealth Management first reported a position in Zscaler in Q2 2019 and held it in 18 quarters.
  • AE Wealth Management's Zscaler position peaked at $5.98M in Q4 2023.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.