Avantax Advisory Services’s Zscaler ZS Stock Holding History

Avantax Advisory Services’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	$1.42M	Sell	4,538 -698	-13%	-$174K	0.01%	970
2025 Q1	$1.04M	Buy	5,236 +1,602	+44%	+$319K	0.01%	1066
2024 Q4	$656K	Sell	3,634 -1,086	-23%	-$210K	﹤0.01%	1275
2024 Q3	$807K	Sell	4,720 -245	-5%	-$44.7K	0.01%	1136
2024 Q2	$954K	Buy	4,965 +503	+11%	+$89.5K	0.01%	1000
2024 Q1	$859K	Buy	4,462 +124	+3%	+$27.7K	0.01%	810
2023 Q4	$961K	Buy	4,338 +16	+0.4%	+$2.96K	0.01%	728
2023 Q3	$672K	Sell	4,322 -6	-0.1%	-$900	0.01%	824
2023 Q2	$633K	Buy	4,328 +59	+1%	+$7.2K	0.01%	854
2023 Q1	$499K	Buy	4,269 +639	+18%	+$76.7K	0.01%	916
2022 Q4	$406K	Sell	3,630 -1,689	-32%	-$229K	0.01%	960
2022 Q3	$874K	Buy	5,319 +241	+5%	+$39.4K	0.01%	601
2022 Q2	$759K	Sell	5,078 -1,906	-27%	-$337K	0.01%	637
2022 Q1	$1.69M	Buy	6,984 +924	+15%	+$227K	0.02%	415
2021 Q4	$1.95M	Buy	6,060 +318	+6%	+$100K	0.03%	373
2021 Q3	$1.51M	Sell	5,742 -338	-6%	-$84.9K	0.03%	394
2021 Q2	$1.31M	Buy	6,080 +725	+14%	+$138K	0.02%	417
2021 Q1	$920K	Buy	5,355 +1,590	+42%	+$316K	0.02%	449
2020 Q4	$752K	Sell	3,765 -674	-15%	-$107K	0.02%	434
2020 Q3	$625K	Buy	4,439 +2,102	+90%	+$273K	0.01%	719
2020 Q2	$255K	Sell	2,337 -3,041	-57%	-$253K	0.01%	705
2020 Q1	$327K	Buy	5,378 +150	+3%	+$8.26K	0.01%	547
2019 Q4	$243K	Buy	+5,228	New	+$243K	0.01%	714

Other funds holding ZS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Avantax Advisory Services's ZS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Zscaler (ZS) stake by 13% in Q2 2025, selling an estimated $174K and leaving 4,538 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #970.

Avantax Advisory Services first reported a position in ZS in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.95M in Q4 2021. 905 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

Avantax Advisory Services held 4,538 shares of Zscaler worth $1.42M as of Q2 2025.
Avantax Advisory Services sold 698 Zscaler shares in Q2 2025, an estimated $174K.
Zscaler made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #970 holding.
Avantax Advisory Services first reported a position in Zscaler in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Zscaler position peaked at $1.95M in Q4 2021.
905 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.