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Ariadne Wealth Management’s Zscaler ZS Stock Holding History

Ariadne 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
-1,249
Closed -$385K – 284
2025
Q3 		$385K Buy
1,249
+370
+42% +$105K 0.17% 127
2025
Q2 		$244K Buy
+879
New +$219K 0.12% 178
2025
Q1 		– Sell
-1,292
Closed -$275K – 246
2024
Q4 		$275K Buy
+1,292
New +$250K 0.13% 163

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

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

Ariadne Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 1,249 shares — an estimated $385K sold.

Ariadne Wealth Management first reported a position in ZS in Q4 2024 and held it in 3 quarters. The position peaked at $385K in Q3 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Ariadne Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,249 Zscaler shares in Q4 2025, an estimated $385K.
  • Ariadne Wealth Management first reported a position in Zscaler in Q4 2024 and held it in 3 quarters.
  • Ariadne Wealth Management's Zscaler position peaked at $385K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Ariadne Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.