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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's ZS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Zscaler (ZS) stake by 173% in Q2 2025, buying an estimated $1.49M and bringing the position to 9,447 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #319.

Atria Wealth Solutions first reported a position in ZS in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.55M in Q4 2023. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Atria Wealth Solutions held 9,447 shares of Zscaler worth $2.97M as of Q2 2025.
  • Atria Wealth Solutions bought 5,992 Zscaler shares in Q2 2025, an estimated $1.49M.
  • Zscaler made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #319 holding.
  • Atria Wealth Solutions first reported a position in Zscaler in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Zscaler position peaked at $4.55M in Q4 2023.
  • 904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.