Creative Financial Designs’s Zscaler ZS Stock Holding History

Creative Financial Designs’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	$36.6K	Sell	261 -1	-0.4%	-$177	﹤0.01%	1012
2025 Q4	$58.9K	Buy	262 +261	+26,100%	+$73.7K	﹤0.01%	812
2025 Q3	$300	Hold	1	–	–	﹤0.01%	1954
2025 Q2	$314	Hold	1	–	–	﹤0.01%	1916
2025 Q1	$198	Buy	+1	New	+$199	﹤0.01%	1981
2024 Q3	–	Sell	-105	Closed	-$20.2K	–	1737
2024 Q2	$20.2K	Hold	105	–	–	﹤0.01%	996
2024 Q1	$20.2K	Hold	105	–	–	﹤0.01%	967
2023 Q4	$23.3K	Hold	105	–	–	﹤0.01%	881
2023 Q3	$16.3K	Hold	105	–	–	﹤0.01%	906
2023 Q2	$15.4K	Hold	105	–	–	﹤0.01%	907
2023 Q1	$12.3K	Hold	105	–	–	﹤0.01%	912
2022 Q4	$11.8K	Sell	105 -150	-59%	-$20.4K	﹤0.01%	871
2022 Q3	$42K	Hold	255	–	–	0.01%	592
2022 Q2	$38K	Buy	255 +150	+143%	+$26.5K	0.01%	601
2022 Q1	$25K	Hold	105	–	–	﹤0.01%	722
2021 Q4	$34K	Hold	105	–	–	0.01%	651
2021 Q3	$28K	Hold	105	–	–	﹤0.01%	781
2021 Q2	$23K	Hold	105	–	–	﹤0.01%	819
2021 Q1	$18K	Hold	105	–	–	﹤0.01%	810
2020 Q4	$21K	Hold	105	–	–	﹤0.01%	712
2020 Q3	$15K	Hold	105	–	–	﹤0.01%	727
2020 Q2	$11K	Hold	105	–	–	﹤0.01%	740
2020 Q1	$6K	Buy	+105	New	+$5.78K	﹤0.01%	393

Other funds holding ZS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Creative Financial Designs's ZS Position: Q1 2026 in Review

Creative Financial Designs reduced its Zscaler (ZS) stake by 0.38% in Q1 2026, selling an estimated $177 and leaving 261 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Creative Financial Designs first reported a position in ZS in Q1 2020 and has held it in 23 quarters since. The position peaked at $58.9K in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Creative Financial Designs held 261 shares of Zscaler worth $36.6K as of Q1 2026.
Creative Financial Designs sold 1 Zscaler share in Q1 2026, an estimated $177.
Zscaler made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1012 holding.
Creative Financial Designs first reported a position in Zscaler in Q1 2020 and has held it in 23 quarters since.
Creative Financial Designs's Zscaler position peaked at $58.9K in Q4 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.