DWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return