OPS
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Orion Portfolio Solutions’s Zscaler ZS Stock Holding History

Orion Portfolio Solutions’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
Q1 		$611K Buy
3,082
+1,751
+132% +$349K 0.01% 1316
2024
Q4 		$240K Sell
1,331
-133
-9% -$25.7K ﹤0.01% 1670
2024
Q3 		$250K Sell
1,464
-4
-0.3% -$731 ﹤0.01% 1611
2024
Q2 		$282K Buy
1,468
+230
+19% +$40.9K ﹤0.01% 1483
2024
Q1 		$238K Buy
1,238
+246
+25% +$55K ﹤0.01% 1549
2023
Q4 		$216K Buy
+992
New +$184K ﹤0.01% 1540
2020
Q3 		– Sell
-34
Closed -$4K – 2108
2020
Q2 		$4K Buy
34
+10
+42% +$831 ﹤0.01% 1594
2020
Q1 		$1K Sell
24
-31
-56% -$1.71K ﹤0.01% 1834
2019
Q4 		$3K Buy
+55
New +$2.55K ﹤0.01% 1449

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orion Portfolio Solutions's ZS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Zscaler (ZS) stake by 132% in Q1 2025, buying an estimated $349K and bringing the position to 3,082 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #1316.

Orion Portfolio Solutions first reported a position in ZS in Q4 2019 and has held it in 9 quarters since. 766 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

  • Orion Portfolio Solutions held 3,082 shares of Zscaler worth $611K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,751 Zscaler shares in Q1 2025, an estimated $349K.
  • Zscaler made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1316 holding.
  • Orion Portfolio Solutions first reported a position in Zscaler in Q4 2019 and has held it in 9 quarters since.
  • 766 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.