Great Valley Advisor Group’s Zscaler ZS Stock Holding History

Great Valley Advisor Group’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	-2,206	Closed	-$661K	–	991
2025 Q3	$661K	Buy	+2,206	New	+$629K	0.01%	569

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Great Valley Advisor Group's ZS Position: Q4 2025 in Review

Great Valley Advisor Group sold out of Zscaler (ZS) in Q4 2025, closing a stake of 2,206 shares — an estimated $661K sold.

Great Valley Advisor Group first reported a position in ZS in Q3 2025 and held it in 1 quarter. The position peaked at $661K in Q3 2025. 888 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Great Valley Advisor Group reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Great Valley Advisor Group sold 2,206 Zscaler shares in Q4 2025, an estimated $661K.
Great Valley Advisor Group first reported a position in Zscaler in Q3 2025 and held it in 1 quarter.
Great Valley Advisor Group's Zscaler position peaked at $661K in Q3 2025.
888 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Great Valley Advisor Group's 13F filing for Q4 2025, filed 12 Feb 2026.