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Checchi Capital Advisers’s Zscaler ZS Stock Holding History

Checchi Capital Advisers’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
-782
Closed -$234K – 574
2025
Q3 		$234K Buy
782
+19
+2% +$5.42K 0.01% 499
2025
Q2 		$240K Buy
+763
New +$190K 0.01% 514
2022
Q1 		– Sell
-673
Closed -$216K – 577
2021
Q4 		$216K Buy
+673
New +$212K 0.02% 485

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

Checchi Capital Advisers's ZS Position: Q4 2025 in Review

Checchi Capital Advisers sold out of Zscaler (ZS) in Q4 2025, closing a stake of 782 shares — an estimated $234K sold.

Checchi Capital Advisers first reported a position in ZS in Q4 2021 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Checchi Capital Advisers reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Checchi Capital Advisers sold 782 Zscaler shares in Q4 2025, an estimated $234K.
  • Checchi Capital Advisers first reported a position in Zscaler in Q4 2021 and held it in 3 quarters.
  • Checchi Capital Advisers's Zscaler position peaked at $240K in Q2 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Checchi Capital Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.