Brinker Capital Investments’s Zscaler ZS Stock Holding History

Brinker Capital Investments’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
2026 Q1	–	Sell	-4,134	Closed	-$930K	–	2288
2025 Q4	$930K	Sell	4,134 -190	-4%	-$53.6K	0.01%	1268
2025 Q3	$1.3M	Sell	4,324 -50	-1%	-$14.3K	0.01%	1084
2025 Q2	$1.37M	Buy	4,374 +1,292	+42%	+$322K	0.01%	1005
2025 Q1	$611K	Buy	3,082 +1,751	+132%	+$349K	0.01%	1316
2024 Q4	$240K	Sell	1,331 -133	-9%	-$25.7K	﹤0.01%	1670
2024 Q3	$250K	Sell	1,464 -4	-0.3%	-$731	﹤0.01%	1611
2024 Q2	$282K	Buy	1,468 +230	+19%	+$40.9K	﹤0.01%	1483
2024 Q1	$238K	Buy	1,238 +246	+25%	+$55K	﹤0.01%	1549
2023 Q4	$216K	Buy	+992	New	+$184K	﹤0.01%	1540

Other funds holding ZS

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

American Century Companies

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

Fidelity Investments

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

Geode Capital Management

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

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