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Parisi Gray Wealth Management’s Zscaler ZS Stock Holding History

Parisi Gray 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
Q4 		– Sell
-2,679
Closed -$803K – 138
2025
Q3 		$803K Buy
2,679
+127
+5% +$36.2K 0.21% 70
2025
Q2 		$801K Buy
+2,552
New +$636K 0.23% 68
2022
Q2 		– Sell
-1,383
Closed -$334K – 123
2022
Q1 		$334K Sell
1,383
-43
-3% -$10.6K 0.14% 90
2021
Q4 		$458K Buy
1,426
+97
+7% +$30.5K 0.17% 86
2021
Q3 		$350K Sell
1,329
-2
-0.2% -$502 0.14% 100
2021
Q2 		$288K Sell
1,331
-26
-2% -$4.94K 0.11% 108
2021
Q1 		$233K Buy
1,357
+62
+5% +$12.3K 0.1% 115
2020
Q4 		$259K Buy
+1,295
New +$206K 0.11% 108

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