Atria Wealth Solutions’s Zscaler ZS Stock Holding History

Atria Wealth Solutions’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 Q2	$2.97M	Buy	9,447 +5,992	+173%	+$1.49M	0.07%	319
2025 Q1	$686K	Buy	3,455 +490	+17%	+$97.6K	0.01%	1046
2024 Q4	$535K	Buy	2,965 +474	+19%	+$91.8K	0.01%	1245
2024 Q3	$426K	Sell	2,491 -5,819	-70%	-$1.06M	﹤0.01%	1316
2024 Q2	$1.6M	Sell	8,310 -183	-2%	-$32.6K	0.02%	709
2024 Q1	$1.64M	Sell	8,493 -12,044	-59%	-$2.69M	0.02%	700
2023 Q4	$4.55M	Buy	20,537 +11,770	+134%	+$2.18M	0.06%	346
2023 Q3	$1.36M	Buy	8,767 +2,393	+38%	+$359K	0.02%	693
2023 Q2	$933K	Buy	6,374 +1,974	+45%	+$241K	0.01%	867
2023 Q1	$514K	Buy	4,400 +1,832	+71%	+$220K	0.01%	1116
2022 Q4	$287K	Sell	2,568 -1,956	-43%	-$266K	﹤0.01%	1386
2022 Q3	$744K	Buy	4,524 +2,787	+160%	+$456K	0.01%	832
2022 Q2	$260K	Sell	1,737 -163	-9%	-$28.8K	0.01%	1290
2022 Q1	$458K	Buy	+1,900	New	+$467K	0.01%	1114

Other funds holding ZS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return