Heck Capital Advisors’s Zscaler ZS Stock Holding History

Heck Capital Advisors’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 Q1	–	Sell	-1	Closed	-$180	–	811
2024 Q4	$180	Buy	+1	New	+$194	﹤0.01%	787

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heck Capital Advisors's ZS Position: Q1 2025 in Review

Heck Capital Advisors sold out of Zscaler (ZS) in Q1 2025, closing a stake of 1 share — an estimated $180 sold.

Heck Capital Advisors first reported a position in ZS in Q4 2024 and held it in 1 quarter. The position peaked at $180 in Q4 2024. 767 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Heck Capital Advisors reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1 Zscaler share in Q1 2025, an estimated $180.
Heck Capital Advisors first reported a position in Zscaler in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Zscaler position peaked at $180 in Q4 2024.
767 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.