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Teamwork Financial Advisors’s Zscaler ZS Stock Holding History

Teamwork Financial 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
-1,236
Closed -$370K – 228
2025
Q3 		$370K Sell
1,236
-482
-28% -$137K 0.04% 160
2025
Q2 		$539K Sell
1,718
-856
-33% -$213K 0.06% 128
2025
Q1 		$511K Sell
2,574
-1,834
-42% -$365K 0.07% 113
2024
Q4 		$795K Sell
4,408
-17,595
-80% -$3.41M 0.1% 93
2024
Q3 		$3.76M Buy
22,003
+2,163
+11% +$395K 0.52% 36
2024
Q2 		$3.81M Buy
19,840
+13,263
+202% +$2.36M 0.56% 38
2024
Q1 		$1.27M Buy
+6,577
New +$1.47M 0.19% 66
2022
Q2 		– Sell
-6,417
Closed -$1.55M – 265
2022
Q1 		$1.55M Buy
+6,417
New +$1.58M 0.29% 64

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

Teamwork Financial Advisors's ZS Position: Q4 2025 in Review

Teamwork Financial Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 1,236 shares — an estimated $370K sold.

Teamwork Financial Advisors first reported a position in ZS in Q1 2022 and held it in 8 quarters. The position peaked at $3.81M in Q2 2024. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Teamwork Financial Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,236 Zscaler shares in Q4 2025, an estimated $370K.
  • Teamwork Financial Advisors first reported a position in Zscaler in Q1 2022 and held it in 8 quarters.
  • Teamwork Financial Advisors's Zscaler position peaked at $3.81M in Q2 2024.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Teamwork Financial Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.