Napa Wealth Management’s Zscaler ZS Stock Holding History

Napa 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 Q3	–	Sell	-1,672	Closed	-$525K	–	179
2025 Q2	$525K	Buy	+1,672	New	+$417K	0.25%	90

Other funds holding ZS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Napa Wealth Management's ZS Position: Q3 2025 in Review

Napa Wealth Management sold out of Zscaler (ZS) in Q3 2025, closing a stake of 1,672 shares — an estimated $525K sold.

Napa Wealth Management first reported a position in ZS in Q2 2025 and held it in 1 quarter. The position peaked at $525K in Q2 2025. 908 funds tracked by Wall St. Rank hold ZS as of Q3 2025.

Napa Wealth Management reported no remaining Zscaler position as of Q3 2025 after selling out during the quarter.
Napa Wealth Management sold 1,672 Zscaler shares in Q3 2025, an estimated $525K.
Napa Wealth Management first reported a position in Zscaler in Q2 2025 and held it in 1 quarter.
Napa Wealth Management's Zscaler position peaked at $525K in Q2 2025.
908 funds tracked by Wall St. Rank held Zscaler as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.