Moran Wealth Management’s Zscaler ZS Stock Holding History

Moran Wealth 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 Q4	–	Sell	-1,027	Closed	-$308K	–	544
2025 Q3	$308K	Buy	+1,027	New	+$293K	0.01%	451

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's ZS Position: Q4 2025 in Review

Moran Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 1,027 shares — an estimated $308K sold.

Moran Wealth Management first reported a position in ZS in Q3 2025 and held it in 1 quarter. The position peaked at $308K in Q3 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Moran Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Moran Wealth Management sold 1,027 Zscaler shares in Q4 2025, an estimated $308K.
Moran Wealth Management first reported a position in Zscaler in Q3 2025 and held it in 1 quarter.
Moran Wealth Management's Zscaler position peaked at $308K in Q3 2025.
887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.