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Dakota Wealth Management’s Zscaler ZS Stock Holding History

Dakota 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 		– Sell
-6,273
Closed -$1.24M – 815
2025
Q1 		$1.24M Buy
+6,273
New +$1.25M 0.03% 337
2024
Q3 		– Sell
-1,133
Closed -$218K – 773
2024
Q2 		$218K Sell
1,133
-11,039
-91% -$1.96M 0.01% 646
2024
Q1 		$2.34M Buy
12,172
+5,461
+81% +$1.22M 0.06% 242
2023
Q4 		$1.49M Buy
+6,711
New +$1.24M 0.06% 254
2023
Q2 		– Sell
-3,067
Closed -$358K – 673
2023
Q1 		$358K Buy
+3,067
New +$368K 0.02% 428
2022
Q1 		– Sell
-2,073
Closed -$666K – 491
2021
Q4 		$666K Buy
2,073
+89
+4% +$28K 0.07% 215
2021
Q3 		$520K Buy
+1,984
New +$498K 0.06% 221

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dakota Wealth Management sold out of Zscaler (ZS) in Q2 2025, closing a stake of 6,273 shares — an estimated $1.24M sold.

Dakota Wealth Management first reported a position in ZS in Q3 2021 and held it in 7 quarters. The position peaked at $2.34M in Q1 2024. 905 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Dakota Wealth Management reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 6,273 Zscaler shares in Q2 2025, an estimated $1.24M.
  • Dakota Wealth Management first reported a position in Zscaler in Q3 2021 and held it in 7 quarters.
  • Dakota Wealth Management's Zscaler position peaked at $2.34M in Q1 2024.
  • 905 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.