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Rise Advisors’s Zscaler ZS Stock Holding History

Rise 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
-38
Closed -$11.4K – 1474
2025
Q3 		$11.4K Hold
38
– – ﹤0.01% 921
2025
Q2 		$11.9K Hold
38
– – ﹤0.01% 876
2025
Q1 		$7.54K Hold
38
– – ﹤0.01% 1121
2024
Q4 		$6.86K Sell
38
-27
-42% -$5.23K ﹤0.01% 1037
2024
Q3 		$11.1K Sell
65
-21
-24% -$3.83K 0.01% 987
2024
Q2 		$16.5K Sell
86
-10
-10% -$1.78K 0.01% 766
2024
Q1 		$18.5K Buy
96
+16
+20% +$3.58K 0.01% 696
2023
Q4 		$17.7K Hold
80
– – 0.01% 259
2023
Q3 		$12.4K Hold
80
– – 0.01% 299
2023
Q2 		$11.7K Sell
80
-45
-36% -$5.5K 0.01% 316
2023
Q1 		$14.6K Hold
125
– – 0.01% 303
2022
Q4 		$14K Buy
125
+20
+19% +$2.72K 0.01% 295
2022
Q3 		$17K Buy
105
+10
+11% +$1.64K 0.01% 269
2022
Q2 		$14K Buy
95
+20
+27% +$3.54K 0.01% 289
2022
Q1 		$18K Buy
75
+5
+7% +$1.23K 0.02% 259
2021
Q4 		$22.5K Buy
+70
New +$22K 0.02% 231

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

Rise Advisors's ZS Position: Q4 2025 in Review

Rise Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 38 shares — an estimated $11.4K sold.

Rise Advisors first reported a position in ZS in Q4 2021 and held it in 16 quarters. The position peaked at $22.5K in Q4 2021. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Rise Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 38 Zscaler shares in Q4 2025, an estimated $11.4K.
  • Rise Advisors first reported a position in Zscaler in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Zscaler position peaked at $22.5K in Q4 2021.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.