EPIM
ZS icon

Evelyn Partners Investment Management’s Zscaler ZS Stock Holding History

Evelyn Partners Investment 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
-875
Closed -$174K – 437
2025
Q1 		$174K Hold
875
– – 0.01% 201
2024
Q4 		$158K Buy
+875
New +$169K 0.01% 206

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

Evelyn Partners Investment Management's ZS Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Zscaler (ZS) in Q2 2025, closing a stake of 875 shares — an estimated $174K sold.

Evelyn Partners Investment Management first reported a position in ZS in Q4 2024 and held it in 2 quarters. The position peaked at $174K in Q1 2025. 905 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 875 Zscaler shares in Q2 2025, an estimated $174K.
  • Evelyn Partners Investment Management first reported a position in Zscaler in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Zscaler position peaked at $174K in Q1 2025.
  • 905 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.