Savvy Advisors Inc’s Zscaler ZS Stock Holding History

Savvy Advisors Inc’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	-990	Closed	-$297K	–	1087
2025 Q3	$297K	Buy	+990	New	+$282K	0.01%	625

Other funds holding ZS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savvy Advisors Inc's ZS Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Zscaler (ZS) in Q4 2025, closing a stake of 990 shares — an estimated $297K sold.

Savvy Advisors Inc first reported a position in ZS in Q3 2025 and held it in 1 quarter. The position peaked at $297K in Q3 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Savvy Advisors Inc reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 990 Zscaler shares in Q4 2025, an estimated $297K.
Savvy Advisors Inc first reported a position in Zscaler in Q3 2025 and held it in 1 quarter.
Savvy Advisors Inc's Zscaler position peaked at $297K in Q3 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.