Congress Wealth Management’s Zscaler ZS Stock Holding History

Congress Wealth Management’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	$514K	Buy	1,638 +539	+49%	+$134K	0.01%	916
2025 Q1	$218K	Sell	1,099 -128	-10%	-$25.5K	﹤0.01%	1017
2024 Q4	$221K	Buy	+1,227	New	+$238K	﹤0.01%	833
2024 Q3	–	Sell	-1,596	Closed	-$307K	–	876
2024 Q2	$307K	Sell	1,596 -2,820	-64%	-$502K	﹤0.01%	611
2024 Q1	$851K	Sell	4,416 -2,464	-36%	-$551K	0.01%	390
2023 Q4	$1.52M	Buy	6,880 +595	+9%	+$110K	0.03%	346
2023 Q3	$978K	Buy	+6,285	New	+$942K	0.02%	376

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's ZS Position: Q2 2025 in Review

Congress Wealth Management increased its Zscaler (ZS) stake by 49% in Q2 2025, buying an estimated $134K and bringing the position to 1,638 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #916.

Congress Wealth Management first reported a position in ZS in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2023. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

Congress Wealth Management held 1,638 shares of Zscaler worth $514K as of Q2 2025.
Congress Wealth Management bought 539 Zscaler shares in Q2 2025, an estimated $134K.
Zscaler made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #916 holding.
Congress Wealth Management first reported a position in Zscaler in Q3 2023 and has held it in 7 quarters since.
Congress Wealth Management's Zscaler position peaked at $1.52M in Q4 2023.
904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.