Edmond de Rothschild Holding’s Zscaler ZS Stock Holding History

Edmond de Rothschild Holding’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	$1.46M	Buy	10,410 +1,537	+17%	+$273K	0.02%	255
2025 Q4	$2M	Sell	8,873 -353	-4%	-$99.6K	0.03%	237
2025 Q3	$2.76M	Buy	9,226 +3,915	+74%	+$1.12M	0.04%	212
2025 Q2	$1.67M	Buy	5,311 +2,864	+117%	+$714K	0.03%	246
2025 Q1	$486K	Buy	2,447 +1,080	+79%	+$215K	0.01%	323
2024 Q4	$247K	Sell	1,367 -1,037	-43%	-$201K	﹤0.01%	391
2024 Q3	$411K	Hold	2,404	–	–	0.01%	362
2024 Q2	$462K	Hold	2,404	–	–	0.01%	349
2024 Q1	$463K	Buy	2,404 +415	+21%	+$92.8K	0.01%	365
2023 Q4	$441K	Buy	1,989 +1,910	+2,418%	+$354K	0.01%	368
2023 Q3	$12.3K	Hold	79	–	–	﹤0.01%	652
2023 Q2	$11.6K	Buy	+79	New	+$9.65K	﹤0.01%	681
2022 Q3	–	Sell	-110	Closed	-$16K	–	870
2022 Q2	$16K	Hold	110	–	–	﹤0.01%	741
2022 Q1	$27K	Hold	110	–	–	﹤0.01%	732
2021 Q4	$35K	Hold	110	–	–	﹤0.01%	738
2021 Q3	$29K	Hold	110	–	–	﹤0.01%	725
2021 Q2	$24K	Hold	110	–	–	﹤0.01%	718
2021 Q1	$19K	Buy	+110	New	+$21.9K	﹤0.01%	671

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