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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Zscaler ZS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-10
Closed -$3K – 612
2025
Q3 		$3K Buy
+10
New +$2.85K ﹤0.01% 466
2024
Q4 		– Sell
-4
Closed -$684 – 500
2024
Q3 		$684 Buy
+4
New +$731 ﹤0.01% 345

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 $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZS Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Zscaler (ZS) in Q4 2025, closing a stake of 10 shares — an estimated $3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZS in Q3 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 Zscaler shares in Q4 2025, an estimated $3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Zscaler in Q3 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Zscaler position peaked at $3K in Q3 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.