Johnson & White Wealth Management’s Zscaler ZS Stock Holding History

Johnson & White 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	-853	Closed	-$256K	–	116
2025 Q3	$256K	Hold	853	–	–	0.12%	95
2025 Q2	$268K	Buy	+853	New	+$213K	0.14%	91

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Johnson & White Wealth Management's ZS Position: Q4 2025 in Review

Johnson & White Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 853 shares — an estimated $256K sold.

Johnson & White Wealth Management first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $268K in Q2 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Johnson & White Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Johnson & White Wealth Management sold 853 Zscaler shares in Q4 2025, an estimated $256K.
Johnson & White Wealth Management first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
Johnson & White Wealth Management's Zscaler position peaked at $268K in Q2 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Johnson & White Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.