KIM
ZS icon

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
Q2 		– Sell
-80
Closed -$15.9K – 988
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Investment Management's ZS Position: Q2 2025 in Review

Kestra Investment Management sold out of Zscaler (ZS) in Q2 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 2 quarters. The position peaked at $15.9K in Q1 2025. 905 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • Kestra Investment Management reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 80 Zscaler shares in Q2 2025, an estimated $15.9K.
  • Kestra Investment Management first reported a position in Zscaler in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Zscaler position peaked at $15.9K in Q1 2025.
  • 905 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.