KCM Investment Advisors’s Zscaler ZS Stock Holding History

KCM Investment Advisors’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 Q1	–	Sell	-1,615	Closed	-$291K	–	382
2024 Q4	$291K	Sell	1,615 -565	-26%	-$109K	0.01%	314
2024 Q3	$373K	Buy	+2,180	New	+$398K	0.01%	299

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KCM Investment Advisors's ZS Position: Q1 2025 in Review

KCM Investment Advisors sold out of Zscaler (ZS) in Q1 2025, closing a stake of 1,615 shares — an estimated $291K sold.

KCM Investment Advisors first reported a position in ZS in Q3 2024 and held it in 2 quarters. The position peaked at $373K in Q3 2024. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

KCM Investment Advisors reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
KCM Investment Advisors sold 1,615 Zscaler shares in Q1 2025, an estimated $291K.
KCM Investment Advisors first reported a position in Zscaler in Q3 2024 and held it in 2 quarters.
KCM Investment Advisors's Zscaler position peaked at $373K in Q3 2024.
766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on KCM Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.