SFS
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Sowell Financial Services’s Zscaler ZS Stock Holding History

Sowell Financial Services’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
-673
Closed -$202K – 1176
2025
Q3 		$202K Buy
+673
New +$192K 0.01% 1003
2021
Q2 		– Sell
-646
Closed -$108K – 2808
2021
Q1 		$108K Sell
646
-568
-47% -$113K ﹤0.01% 1336
2020
Q4 		$242K Sell
1,214
-854
-41% -$136K 0.01% 775
2020
Q3 		$291K Sell
2,068
-41
-2% -$5.32K 0.01% 627
2020
Q2 		$231K Buy
2,109
+536
+34% +$44.5K 0.01% 671
2020
Q1 		$96K Sell
1,573
-373
-19% -$20.5K 0.01% 857
2019
Q4 		$90K Buy
1,946
+1,337
+220% +$62K 0.01% 955
2019
Q3 		$29K Buy
+609
New +$43.9K ﹤0.01% 1163

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's ZS Position: Q4 2025 in Review

Sowell Financial Services sold out of Zscaler (ZS) in Q4 2025, closing a stake of 673 shares — an estimated $202K sold.

Sowell Financial Services first reported a position in ZS in Q3 2019 and held it in 8 quarters. The position peaked at $291K in Q3 2020. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Sowell Financial Services reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 673 Zscaler shares in Q4 2025, an estimated $202K.
  • Sowell Financial Services first reported a position in Zscaler in Q3 2019 and held it in 8 quarters.
  • Sowell Financial Services's Zscaler position peaked at $291K in Q3 2020.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.