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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 0.07% 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 0.57% 38
2024
Q1 		$1.27M Buy
+6,577
New +$1.47M 0.2% 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 $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