Coastal Bridge Advisors’s Zscaler ZS Stock Holding History

Coastal Bridge 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
2026 Q1	–	Sell	-904	Closed	-$203K	–	483
2025 Q4	$203K	Sell	904 -122	-12%	-$34.4K	0.02%	438
2025 Q3	$307K	Sell	1,026 -4	-0.4%	-$1.14K	0.02%	364
2025 Q2	$323K	Buy	+1,030	New	+$257K	0.03%	346
2022 Q1	–	Sell	-1,000	Closed	-$261K	–	229
2021 Q4	$261K	Buy	+1,000	New	+$315K	0.05%	158

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

Coastal Bridge Advisors's ZS Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 904 shares — an estimated $203K sold.

Coastal Bridge Advisors first reported a position in ZS in Q4 2021 and held it in 4 quarters. The position peaked at $323K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Coastal Bridge Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 904 Zscaler shares in Q1 2026, an estimated $203K.
Coastal Bridge Advisors first reported a position in Zscaler in Q4 2021 and held it in 4 quarters.
Coastal Bridge Advisors's Zscaler position peaked at $323K in Q2 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.