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Belpointe Asset Management’s Zscaler ZS Stock Holding History

Belpointe Asset Management’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
Q4 		– Sell
-818
Closed -$245K – 1119
2025
Q3 		$245K Sell
818
-92
-10% -$26.2K 0.01% 855
2025
Q2 		$286K Sell
910
-256
-22% -$63.8K 0.01% 765
2025
Q1 		$231K Buy
1,166
+114
+11% +$22.7K 0.01% 806
2024
Q4 		$210K Buy
+1,052
New +$204K 0.01% 792
2024
Q2 		– Sell
-7,295
Closed -$1.41M – 953
2024
Q1 		$1.41M Buy
7,295
+1,328
+22% +$297K 0.11% 185
2023
Q4 		$1.32M Buy
+5,967
New +$1.11M 0.12% 173
2023
Q2 		– Sell
-543
Closed -$63.4K – 3461
2023
Q1 		$63.4K Buy
543
+5
+0.9% +$600 ﹤0.01% 1575
2022
Q4 		$60.2K Buy
+538
New +$73.1K ﹤0.01% 1499
2022
Q2 		– Sell
-985
Closed -$238K – 1287
2022
Q1 		$238K Sell
985
-545
-36% -$134K 0.01% 836
2021
Q4 		$477K Buy
1,530
+255
+20% +$80.3K 0.03% 536
2021
Q3 		$320K Buy
1,275
+450
+55% +$113K 0.02% 659
2021
Q2 		$164K Sell
825
-889
-52% -$169K 0.01% 917
2021
Q1 		$280K Sell
1,714
-971
-36% -$193K 0.02% 623
2020
Q4 		$522K Buy
2,685
+889
+49% +$141K 0.05% 389
2020
Q3 		$240K Buy
1,796
+491
+38% +$63.7K 0.03% 505
2020
Q2 		$131K Buy
+1,305
New +$108K 0.02% 646

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return