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Mark Sheptoff Financial Planning’s Zscaler ZS Stock Holding History

Mark Sheptoff Financial Planning’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
-1,585
Closed -$498K – 552
2025
Q2 		$498K Buy
1,585
+1,470
+1,278% +$366K 0.27% 56
2025
Q1 		$22.8K Buy
+115
New +$22.9K 0.01% 237
2022
Q2 		– Sell
-200
Closed -$48K – 437
2022
Q1 		$48K Buy
+200
New +$49.1K 0.02% 182

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

Mark Sheptoff Financial Planning's ZS Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Zscaler (ZS) in Q3 2025, closing a stake of 1,585 shares — an estimated $498K sold.

Mark Sheptoff Financial Planning first reported a position in ZS in Q1 2022 and held it in 3 quarters. The position peaked at $498K in Q2 2025. 907 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Zscaler position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,585 Zscaler shares in Q3 2025, an estimated $498K.
  • Mark Sheptoff Financial Planning first reported a position in Zscaler in Q1 2022 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Zscaler position peaked at $498K in Q2 2025.
  • 907 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.