Atria Investments’s Zscaler ZS Stock Holding History

Atria Investments’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
2026 Q1	–	Sell	-949	Closed	-$213K	–	2172
2025 Q4	$213K	Buy	949 +70	+8%	+$19.8K	﹤0.01%	1938
2025 Q3	$263K	Sell	879 -277	-24%	-$79K	﹤0.01%	1784
2025 Q2	$363K	Buy	+1,156	New	+$288K	﹤0.01%	1596

Other funds holding ZS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

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

Atria Investments's ZS Position: Q1 2026 in Review

Atria Investments sold out of Zscaler (ZS) in Q1 2026, closing a stake of 949 shares — an estimated $213K sold.

Atria Investments first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $363K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Atria Investments reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 949 Zscaler shares in Q1 2026, an estimated $213K.
Atria Investments first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
Atria Investments's Zscaler position peaked at $363K in Q2 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.