SVB Wealth’s Zscaler ZS Stock Holding History

SVB Wealth’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 Q2	–	Sell	-129	Closed	-$25.6K	–	1667
2025 Q1	$25.6K	Buy	+129	New	+$25.7K	﹤0.01%	706
2020 Q2	–	Sell	-4,000	Closed	-$243K	–	690
2020 Q1	$243K	Buy	+4,000	New	+$220K	0.01%	432

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

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

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

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's ZS Position: Q2 2025 in Review

SVB Wealth sold out of Zscaler (ZS) in Q2 2025, closing a stake of 129 shares — an estimated $25.6K sold.

SVB Wealth first reported a position in ZS in Q1 2020 and held it in 2 quarters. The position peaked at $243K in Q1 2020. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

SVB Wealth reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 129 Zscaler shares in Q2 2025, an estimated $25.6K.
SVB Wealth first reported a position in Zscaler in Q1 2020 and held it in 2 quarters.
SVB Wealth's Zscaler position peaked at $243K in Q1 2020.
904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.