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Kestra Investment Management’s Zscaler ZS Stock Holding History

Kestra Investment 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
Q3 		– Sell
-80
Closed -$15.9K – 1015
2025
Q2 		$15.9K Hold
80
– – ﹤0.01% 663
2025
Q1 		$15.9K Buy
80
+46
+135% +$9.17K ﹤0.01% 575
2024
Q4 		$6.13K Buy
+34
New +$6.58K ﹤0.01% 886

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Investment Management's ZS Position: Q3 2025 in Review

Kestra Investment Management sold out of Zscaler (ZS) in Q3 2025, closing a stake of 80 shares — an estimated $15.9K sold.

Kestra Investment Management first reported a position in ZS in Q4 2024 and held it in 3 quarters. The position peaked at $15.9K in Q2 2025. 907 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

  • Kestra Investment Management reported no remaining Zscaler position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 80 Zscaler shares in Q3 2025, an estimated $15.9K.
  • Kestra Investment Management first reported a position in Zscaler in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Zscaler position peaked at $15.9K in Q2 2025.
  • 907 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.