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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 – 855
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 $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneDigital Investment Advisors's ZS Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 771 shares — an estimated $231K sold.

OneDigital Investment Advisors first reported a position in ZS in Q3 2021 and held it in 9 quarters. The position peaked at $524K in Q4 2024. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 771 Zscaler shares in Q4 2025, an estimated $231K.
  • OneDigital Investment Advisors first reported a position in Zscaler in Q3 2021 and held it in 9 quarters.
  • OneDigital Investment Advisors's Zscaler position peaked at $524K in Q4 2024.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.