Baldwin Wealth Partners’s Zscaler ZS Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-1,200	Closed	-$238K	–	238
2025 Q1	$238K	Hold	1,200	–	–	0.02%	199
2024 Q4	$216K	Hold	1,200	–	–	0.02%	220
2024 Q3	$205K	Hold	1,200	–	–	0.01%	326
2024 Q2	$231K	Hold	1,200	–	–	0.02%	186
2024 Q1	$231K	Hold	1,200	–	–	0.02%	200
2023 Q4	$266K	Hold	1,200	–	–	0.02%	188
2023 Q3	$187K	Hold	1,200	–	–	0.02%	224
2023 Q2	$176K	Hold	1,200	–	–	0.01%	249
2023 Q1	$140K	Hold	1,200	–	–	0.01%	279
2022 Q4	$134K	Sell	1,200 -200	-14%	-$27.2K	0.01%	279
2022 Q3	$230K	Hold	1,400	–	–	0.03%	160
2022 Q2	$209K	Buy	1,400 +170	+14%	+$30.1K	0.03%	176
2022 Q1	$297K	Buy	1,230 +230	+23%	+$56.5K	0.03%	165
2021 Q4	$321K	Hold	1,000	–	–	0.03%	161
2021 Q3	$262K	Hold	1,000	–	–	0.03%	179
2021 Q2	$216K	Hold	1,000	–	–	0.02%	194
2021 Q1	$172K	Hold	1,000	–	–	0.02%	198
2020 Q4	$200K	Hold	1,000	–	–	0.03%	174
2020 Q3	$141K	Hold	1,000	–	–	0.02%	193
2020 Q2	$110K	Hold	1,000	–	–	0.02%	211
2020 Q1	$61K	Buy	+1,000	New	+$55K	0.01%	254
2019 Q3	–	Sell	-1,000	Closed	-$77K	–	546
2019 Q2	$77K	Buy	+1,000	New	+$71.2K	0.01%	268

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

Baldwin Wealth Partners's ZS Position: Q2 2025 in Review

Baldwin Wealth Partners sold out of Zscaler (ZS) in Q2 2025, closing a stake of 1,200 shares — an estimated $238K sold.

Baldwin Wealth Partners first reported a position in ZS in Q2 2019 and held it in 22 quarters. The position peaked at $321K in Q4 2021. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

Baldwin Wealth Partners reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
Baldwin Wealth Partners sold 1,200 Zscaler shares in Q2 2025, an estimated $238K.
Baldwin Wealth Partners first reported a position in Zscaler in Q2 2019 and held it in 22 quarters.
Baldwin Wealth Partners's Zscaler position peaked at $321K in Q4 2021.
904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Baldwin Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.