Curi RMB Capital’s Zscaler ZS Stock Holding History

Curi RMB Capital’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	$6.79M	Buy	48,397 +11,503	+31%	+$2.04M	0.12%	184
2025 Q4	$8.3M	Buy	36,894 +1,150	+3%	+$325K	0.14%	171
2025 Q3	$10.7M	Sell	35,744 -130	-0.4%	-$37.1K	0.2%	131
2025 Q2	$11.3M	Buy	35,874 +1,169	+3%	+$291K	0.21%	127
2025 Q1	$6.89M	Buy	34,705 +9,712	+39%	+$1.94M	0.17%	164
2024 Q4	$4.51M	Buy	24,993 +434	+2%	+$84K	0.1%	199
2024 Q3	$4.2M	Buy	24,559 +2,862	+13%	+$523K	0.1%	203
2024 Q2	$4.17M	Buy	21,697 +1,135	+6%	+$202K	0.1%	200
2024 Q1	$3.96M	Buy	20,562 +1,571	+8%	+$351K	0.09%	204
2023 Q4	$4.21M	Buy	18,991 +468	+3%	+$86.7K	0.13%	171
2023 Q3	$2.88M	Buy	18,523 +725	+4%	+$109K	0.1%	184
2023 Q2	$2.6M	Buy	17,798 +1,015	+6%	+$124K	0.09%	195
2023 Q1	$1.96M	Buy	16,783 +9,116	+119%	+$1.09M	0.07%	212
2022 Q4	$858K	Sell	7,667 -4,345	-36%	-$590K	0.03%	299
2022 Q3	$1.97M	Buy	+12,012	New	+$1.97M	0.07%	225

Other funds holding ZS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

American Century Companies

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

Fidelity Investments

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

Geode Capital Management

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

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