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Jackson Thornton Wealth Management’s Zscaler ZS Stock Holding History

Jackson Thornton 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
Q4 		– Sell
-2,340
Closed -$735K – 349
2025
Q3 		$735K Buy
+2,340
New +$667K 0.07% 65

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Thornton Wealth Management's ZS Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 2,340 shares — an estimated $735K sold.

Jackson Thornton Wealth Management first reported a position in ZS in Q3 2025 and held it in 1 quarter. The position peaked at $735K in Q3 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,340 Zscaler shares in Q4 2025, an estimated $735K.
  • Jackson Thornton Wealth Management first reported a position in Zscaler in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Zscaler position peaked at $735K in Q3 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.