Envestnet Portfolio Solutions
ZS icon

Envestnet Portfolio Solutions’s Zscaler ZS Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-801
Closed -$240K – 1562
2025
Q3 		$240K Sell
801
-309
-28% -$88.1K ﹤0.01% 1348
2025
Q2 		$348K Buy
+1,110
New +$277K ﹤0.01% 1272
2025
Q1 		– Sell
-1,181
Closed -$213K – 1798
2024
Q4 		$213K Buy
+1,181
New +$229K ﹤0.01% 1656
2023
Q4 		– Sell
-2,878
Closed -$448K – 1609
2023
Q3 		$448K Buy
+2,878
New +$432K ﹤0.01% 1031

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's ZS Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Zscaler (ZS) in Q4 2025, closing a stake of 801 shares — an estimated $240K sold.

Envestnet Portfolio Solutions first reported a position in ZS in Q3 2023 and held it in 4 quarters. The position peaked at $448K in Q3 2023. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 801 Zscaler shares in Q4 2025, an estimated $240K.
  • Envestnet Portfolio Solutions first reported a position in Zscaler in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Zscaler position peaked at $448K in Q3 2023.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.