CSM Advisors’s Zscaler ZS Stock Holding History

CSM 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	-4,465	Closed	-$1M	–	449
2025 Q4	$1M	Buy	4,465 +821	+23%	+$232K	0.03%	325
2025 Q3	$1.09M	Buy	+3,644	New	+$1.04M	0.03%	335

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

CSM Advisors's ZS Position: Q1 2026 in Review

CSM Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 4,465 shares — an estimated $1M sold.

CSM Advisors first reported a position in ZS in Q3 2025 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

CSM Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
CSM Advisors sold 4,465 Zscaler shares in Q1 2026, an estimated $1M.
CSM Advisors first reported a position in Zscaler in Q3 2025 and held it in 2 quarters.
CSM Advisors's Zscaler position peaked at $1.09M in Q3 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.