Fountainhead AM’s Zscaler ZS Stock Holding History

Fountainhead AM’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	-798	Closed	-$239K	–	245
2025 Q3	$239K	Buy	798 +17	+2%	+$4.85K	0.03%	203
2025 Q2	$245K	Buy	+781	New	+$195K	0.04%	182

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fountainhead AM's ZS Position: Q4 2025 in Review

Fountainhead AM sold out of Zscaler (ZS) in Q4 2025, closing a stake of 798 shares — an estimated $239K sold.

Fountainhead AM first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $245K in Q2 2025. 885 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Fountainhead AM reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 798 Zscaler shares in Q4 2025, an estimated $239K.
Fountainhead AM first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
Fountainhead AM's Zscaler position peaked at $245K in Q2 2025.
885 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.