NorthRock Partners’s Zscaler ZS Stock Holding History

NorthRock Partners’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	-2,158	Closed	-$647K	–	925
2025 Q3	$647K	Buy	2,158 +1,231	+133%	+$351K	0.01%	458
2025 Q2	$291K	Buy	+927	New	+$231K	0.01%	543

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

NorthRock Partners's ZS Position: Q4 2025 in Review

NorthRock Partners sold out of Zscaler (ZS) in Q4 2025, closing a stake of 2,158 shares — an estimated $647K sold.

NorthRock Partners first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $647K in Q3 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

NorthRock Partners reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 2,158 Zscaler shares in Q4 2025, an estimated $647K.
NorthRock Partners first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Zscaler position peaked at $647K in Q3 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.