Lido Advisors’s Zscaler ZS Stock Holding History

Lido 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
2026 Q1	–	Sell	-3,200	Closed	-$720K	–	2156
2025 Q4	$720K	Hold	3,200	–	–	﹤0.01%	1141
2025 Q3	$959K	Hold	3,200	–	–	﹤0.01%	967
2025 Q2	$1M	Buy	+3,200	New	+$798K	﹤0.01%	848
2024 Q4	–	Sell	-3,600	Closed	-$615K	–	1619
2024 Q3	$615K	Hold	3,600	–	–	﹤0.01%	886
2024 Q2	$692K	Hold	3,600	–	–	﹤0.01%	807
2024 Q1	$693K	Hold	3,600	–	–	﹤0.01%	781
2023 Q4	$798K	Hold	3,600	–	–	0.01%	701
2023 Q3	$560K	Hold	3,600	–	–	﹤0.01%	720
2023 Q2	$527K	Buy	+3,600	New	+$440K	﹤0.01%	718

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

Lido Advisors's ZS Position: Q1 2026 in Review

Lido Advisors reduced its Zscaler (ZS) stake by 75% in Q1 2026, selling an estimated $3.62M and leaving 6,914 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Lido Advisors first reported a position in ZS in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.59M in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Lido Advisors held 6,914 shares of Zscaler worth $970K as of Q1 2026.
Lido Advisors sold 20,397 Zscaler shares in Q1 2026, an estimated $3.62M.
Zscaler made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #981 holding.
Lido Advisors first reported a position in Zscaler in Q2 2023 and has held it in 12 quarters since.
Lido Advisors's Zscaler position peaked at $6.59M in Q4 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.