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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

HighMark Wealth Management's ZS Position: Q3 2025 in Review

HighMark Wealth Management sold out of Zscaler (ZS) in Q3 2025, closing a stake of 4 shares — an estimated $1.26K sold.

HighMark Wealth Management first reported a position in ZS in Q4 2019 and held it in 23 quarters. The position peaked at $13K in Q4 2021. 909 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

HighMark Wealth Management reported no remaining Zscaler position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 4 Zscaler shares in Q3 2025, an estimated $1.26K.
HighMark Wealth Management first reported a position in Zscaler in Q4 2019 and held it in 23 quarters.
HighMark Wealth Management's Zscaler position peaked at $13K in Q4 2021.
909 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.