Claro Advisors’s Zscaler ZS Stock Holding History

Claro 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 Q2	–	Sell	-1,039	Closed	-$206K	–	531
2025 Q1	$206K	Buy	+1,039	New	+$207K	0.03%	480

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Claro Advisors's ZS Position: Q2 2025 in Review

Claro Advisors sold out of Zscaler (ZS) in Q2 2025, closing a stake of 1,039 shares — an estimated $206K sold.

Claro Advisors first reported a position in ZS in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

Claro Advisors reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 1,039 Zscaler shares in Q2 2025, an estimated $206K.
Claro Advisors first reported a position in Zscaler in Q1 2025 and held it in 1 quarter.
Claro Advisors's Zscaler position peaked at $206K in Q1 2025.
904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.