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Capital Investment Advisors’s Zscaler ZS Stock Holding History

Capital Investment Advisors’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
-681
Closed -$204K – 774
2025
Q3 		$204K Sell
681
-31
-4% -$8.84K ﹤0.01% 687
2025
Q2 		$224K Buy
+712
New +$178K ﹤0.01% 640

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 $1.02T AUM 30.18% 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 $871B 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Investment Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 681 shares — an estimated $204K sold.

Capital Investment Advisors first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Capital Investment Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 681 Zscaler shares in Q4 2025, an estimated $204K.
  • Capital Investment Advisors first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
  • Capital Investment Advisors's Zscaler position peaked at $224K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

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