Pursue Wealth Partners’s Zscaler ZS Stock Holding History

Pursue Wealth Partners’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	–	Sell	-1,274	Closed	-$230K	–	135
2024 Q4	$230K	Sell	1,274 -14,399	-92%	-$2.79M	0.13%	104
2024 Q3	$2.68M	Sell	15,673 -8,462	-35%	-$1.55M	1.46%	21
2024 Q2	$4.64M	Buy	24,135 +1,758	+8%	+$313K	2.53%	14
2024 Q1	$4.31M	Buy	22,377 +326	+1%	+$72.9K	2.54%	14
2023 Q4	$4.89M	Buy	22,051 +83	+0.4%	+$15.4K	3.16%	10
2023 Q3	$3.42M	Sell	21,968 -2,116	-9%	-$317K	2.42%	14
2023 Q2	$3.52M	Buy	24,084 +9,513	+65%	+$1.16M	2.21%	17
2023 Q1	$1.7M	Buy	14,571 +5,457	+60%	+$655K	1.16%	33
2022 Q4	$1.02M	Buy	9,114 +1,064	+13%	+$145K	0.79%	42
2022 Q3	$1.32M	Buy	+8,050	New	+$1.32M	0.95%	32

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pursue Wealth Partners's ZS Position: Q1 2025 in Review

Pursue Wealth Partners sold out of Zscaler (ZS) in Q1 2025, closing a stake of 1,274 shares — an estimated $230K sold.

Pursue Wealth Partners first reported a position in ZS in Q3 2022 and held it in 10 quarters. The position peaked at $4.89M in Q4 2023. 767 funds tracked by Wall St. Rank hold ZS as of Q1 2025.

Pursue Wealth Partners reported no remaining Zscaler position as of Q1 2025 after selling out during the quarter.
Pursue Wealth Partners sold 1,274 Zscaler shares in Q1 2025, an estimated $230K.
Pursue Wealth Partners first reported a position in Zscaler in Q3 2022 and held it in 10 quarters.
Pursue Wealth Partners's Zscaler position peaked at $4.89M in Q4 2023.
767 funds tracked by Wall St. Rank held Zscaler as of Q1 2025.

Based on Pursue Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.