Freedom Investment Management’s Zscaler ZS Stock Holding History

Freedom 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 Q3	–	Sell	-3,411	Closed	-$1.07M	–	730
2025 Q2	$1.07M	Sell	3,411 -919	-21%	-$229K	0.09%	226
2025 Q1	$859K	Sell	4,330 -515	-11%	-$103K	0.07%	280
2024 Q4	$874K	Buy	4,845 +1,770	+58%	+$343K	0.07%	275
2024 Q3	$526K	Sell	3,075 -252	-8%	-$46K	0.04%	426
2024 Q2	$639K	Buy	3,327 +424	+15%	+$75.5K	0.05%	353
2024 Q1	$559K	Sell	2,903 -144	-5%	-$32.2K	0.04%	408
2023 Q4	$675K	Sell	3,047 -92	-3%	-$17K	0.06%	364
2023 Q3	$488K	Buy	3,139 +147	+5%	+$22K	0.06%	367
2023 Q2	$438K	Sell	2,992 -2,071	-41%	-$253K	0.05%	436
2023 Q1	$591K	Buy	+5,063	New	+$607K	0.07%	357
2022 Q4	–	Sell	-5,918	Closed	-$973K	–	800
2022 Q3	$973K	Buy	5,918 +244	+4%	+$39.9K	0.11%	251
2022 Q2	$848K	Sell	5,674 -199	-3%	-$35.2K	0.09%	291
2022 Q1	$1.42M	Sell	5,873 -1,965	-25%	-$483K	0.13%	213
2021 Q4	$2.52M	Sell	7,838 -176	-2%	-$55.4K	0.18%	138
2021 Q3	$2.1M	Sell	8,014 -265	-3%	-$66.5K	0.16%	165
2021 Q2	$1.79M	Sell	8,279 -817	-9%	-$155K	0.13%	180
2021 Q1	$1.56M	Buy	+9,096	New	+$1.81M	0.12%	203

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

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

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

Geode Capital Management

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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