Jones Financial Companies
ZS icon

Jones Financial Companies’s Zscaler ZS Stock Holding History

Jones Financial Companies’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 		$4.13M Buy
30,981
+11,025
+55% +$1.96M ﹤0.01% 1144
2025
Q4 		$4.49M Buy
19,956
+2,911
+17% +$822K ﹤0.01% 669
2025
Q3 		$5.02M Buy
17,045
+2,046
+14% +$583K ﹤0.01% 568
2025
Q2 		$4.73M Buy
14,999
+2,399
+19% +$598K ﹤0.01% 514
2025
Q1 		$2.61M Buy
12,600
+4,022
+47% +$801K ﹤0.01% 589
2024
Q4 		$1.55M Buy
8,578
+1,857
+28% +$359K ﹤0.01% 628
2024
Q3 		$1.15M Buy
+6,721
New +$1.23M ﹤0.01% 568
2024
Q2 		– Sell
-230
Closed -$44.3K – 2458
2024
Q1 		$44.3K Buy
230
+100
+77% +$22.4K ﹤0.01% 755
2023
Q4 		$28.8K Buy
+130
New +$24.1K ﹤0.01% 544
2023
Q1 		– Sell
-8
Closed -$1K – 798
2022
Q4 		$1K Buy
+8
New +$1.09K ﹤0.01% 722

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return