Callan Family Office’s Zscaler ZS Stock Holding History

Callan Family Office’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	-2,732	Closed	-$614K	–	1190
2025 Q4	$614K	Buy	2,732 +560	+26%	+$158K	0.01%	706
2025 Q3	$651K	Sell	2,172 -456	-17%	-$130K	0.02%	467
2025 Q2	$825K	Buy	+2,628	New	+$655K	0.03%	448

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's ZS Position: Q1 2026 in Review

Callan Family Office sold out of Zscaler (ZS) in Q1 2026, closing a stake of 2,732 shares — an estimated $614K sold.

Callan Family Office first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $825K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Callan Family Office reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 2,732 Zscaler shares in Q1 2026, an estimated $614K.
Callan Family Office first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
Callan Family Office's Zscaler position peaked at $825K in Q2 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.