JPWM
ZS icon

Jamison Private Wealth Management’s Zscaler ZS Stock Holding History

Jamison Private 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
2026
Q1 		$380K Sell
2,706
-316
-10% -$56K 0.05% 169
2025
Q4 		$680K Hold
3,022
– – 0.08% 134
2025
Q3 		$906K Sell
3,022
-34
-1% -$9.69K 0.12% 118
2025
Q2 		$959K Sell
3,056
-99
-3% -$24.7K 0.14% 107
2025
Q1 		$626K Sell
3,155
-187
-6% -$37.3K 0.1% 129
2024
Q4 		$603K Sell
3,342
-182
-5% -$35.2K 0.09% 129
2024
Q3 		$602K Sell
3,524
-46
-1% -$8.4K 0.09% 130
2024
Q2 		$686K Sell
3,570
-68
-2% -$12.1K 0.11% 110
2024
Q1 		$701K Buy
3,638
+62
+2% +$13.9K 0.12% 115
2023
Q4 		$792K Buy
3,576
+34
+1% +$6.3K 0.15% 104
2023
Q3 		$551K Buy
+3,542
New +$531K 0.11% 119

Other funds holding ZS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return