RA
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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 – 1475
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 $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