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Capital Advisors Inc’s Zscaler ZS Stock Holding History

Capital Advisors Inc’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
-699
Closed -$209K – 366
2025
Q3 		$209K Buy
+699
New +$199K ﹤0.01% 323
2024
Q3 		– Sell
-1,263
Closed -$243K – 323
2024
Q2 		$243K Hold
1,263
– – 0.01% 277
2024
Q1 		$243K Buy
+1,263
New +$283K 0.01% 269

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Inc's ZS Position: Q4 2025 in Review

Capital Advisors Inc sold out of Zscaler (ZS) in Q4 2025, closing a stake of 699 shares — an estimated $209K sold.

Capital Advisors Inc first reported a position in ZS in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q1 2024. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Capital Advisors Inc reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 699 Zscaler shares in Q4 2025, an estimated $209K.
  • Capital Advisors Inc first reported a position in Zscaler in Q1 2024 and held it in 3 quarters.
  • Capital Advisors Inc's Zscaler position peaked at $243K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.