Aptus Capital Advisors’s Zscaler ZS Stock Holding History

Aptus Capital Advisors’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	-836	Closed	-$251K	–	1744
2025 Q3	$251K	Buy	+836	New	+$238K	﹤0.01%	892

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Aptus Capital Advisors's ZS Position: Q4 2025 in Review

Aptus Capital Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 836 shares — an estimated $251K sold.

Aptus Capital Advisors first reported a position in ZS in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Aptus Capital Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 836 Zscaler shares in Q4 2025, an estimated $251K.
Aptus Capital Advisors first reported a position in Zscaler in Q3 2025 and held it in 1 quarter.
Aptus Capital Advisors's Zscaler position peaked at $251K in Q3 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.