OIA
ZS icon

OneDigital Investment Advisors’s Zscaler ZS Stock Holding History

OneDigital Investment 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
2025
Q4 		– Sell
-771
Closed -$231K – 1606
2025
Q3 		$231K Sell
771
-26
-3% -$7.41K ﹤0.01% 1351
2025
Q2 		$250K Buy
+797
New +$199K ﹤0.01% 1267
2025
Q1 		– Sell
-2,905
Closed -$524K – 1506
2024
Q4 		$524K Sell
2,905
-8
-0.3% -$1.55K 0.01% 869
2024
Q3 		$498K Buy
2,913
+983
+51% +$180K 0.01% 939
2024
Q2 		$371K Buy
1,930
+308
+19% +$54.8K ﹤0.01% 1013
2024
Q1 		$312K Buy
1,622
+641
+65% +$143K ﹤0.01% 895
2023
Q4 		$217K Buy
+981
New +$182K ﹤0.01% 1029
2022
Q1 		– Sell
-711
Closed -$228K – 858
2021
Q4 		$228K Sell
711
-111
-14% -$35K 0.01% 690
2021
Q3 		$216K Buy
+822
New +$206K 0.01% 667

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return