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Prevail Innovative Wealth Advisors’s Zscaler ZS Stock Holding History

Prevail Innovative Wealth 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
-14,046
Closed -$4.21M – 230
2025
Q3 		$4.21M Buy
14,046
+11,336
+418% +$3.23M 0.82% 43
2025
Q2 		$851K Buy
+2,710
New +$676K 0.19% 144
2024
Q4 		– Sell
-16,309
Closed -$2.79M – 204
2024
Q3 		$2.79M Buy
+16,309
New +$2.98M 0.85% 50

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B 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

Prevail Innovative Wealth Advisors's ZS Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 14,046 shares — an estimated $4.21M sold.

Prevail Innovative Wealth Advisors first reported a position in ZS in Q3 2024 and held it in 3 quarters. The position peaked at $4.21M in Q3 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 14,046 Zscaler shares in Q4 2025, an estimated $4.21M.
  • Prevail Innovative Wealth Advisors first reported a position in Zscaler in Q3 2024 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Zscaler position peaked at $4.21M in Q3 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.