Kaufman Rossin Wealth’s Zscaler ZS Stock Holding History

Kaufman Rossin Wealth’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	–	Sell	-970	Closed	-$218K	–	163
2025 Q4	$218K	Sell	970 -63	-6%	-$17.8K	0.11%	143
2025 Q3	$309K	Buy	1,033 +175	+20%	+$49.9K	0.17%	94
2025 Q2	$269K	Buy	+858	New	+$214K	0.17%	92

Other funds holding ZS

BlackRock New York $5.72T 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaufman Rossin Wealth's ZS Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Zscaler (ZS) in Q1 2026, closing a stake of 970 shares — an estimated $218K sold.

Kaufman Rossin Wealth first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $309K in Q3 2025. 746 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 970 Zscaler shares in Q1 2026, an estimated $218K.
Kaufman Rossin Wealth first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
Kaufman Rossin Wealth's Zscaler position peaked at $309K in Q3 2025.
746 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.