HighMark Wealth Management’s Zscaler ZS Stock Holding History

HighMark Wealth 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	-4	Closed	-$1.26K	–	677
2025 Q2	$1.26K	Hold	4	–	–	﹤0.01%	514
2025 Q1	$794	Hold	4	–	–	﹤0.01%	500
2024 Q4	$722	Hold	4	–	–	﹤0.01%	510
2024 Q3	$684	Sell	4 -42	-91%	-$7.67K	﹤0.01%	533
2024 Q2	$8.84K	Buy	46 +4	+10%	+$712	0.01%	302
2024 Q1	$8.09K	Hold	42	–	–	0.01%	316
2023 Q4	$9.31K	Hold	42	–	–	0.01%	272
2023 Q3	$6.54K	Hold	42	–	–	0.01%	316
2023 Q2	$6.14K	Hold	42	–	–	﹤0.01%	327
2023 Q1	$4.91K	Hold	42	–	–	﹤0.01%	398
2022 Q4	$4.7K	Hold	42	–	–	﹤0.01%	345
2022 Q3	$7K	Hold	42	–	–	0.01%	300
2022 Q2	$6K	Hold	42	–	–	﹤0.01%	331
2022 Q1	$10K	Hold	42	–	–	0.01%	271
2021 Q4	$13K	Hold	42	–	–	0.01%	228
2021 Q3	$11K	Hold	42	–	–	0.01%	242
2021 Q2	$9K	Hold	42	–	–	0.01%	279
2021 Q1	$7K	Hold	42	–	–	0.01%	309
2020 Q4	$8K	Hold	42	–	–	0.01%	277
2020 Q3	$6K	Hold	42	–	–	0.01%	303
2020 Q2	$5K	Hold	42	–	–	0.01%	318
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	314
2019 Q4	$1K	Buy	+42	New	+$1.95K	﹤0.01%	383

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