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TFC Financial Management’s Zscaler ZS Stock Holding History

TFC Financial Management’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
-1
Closed -$199 – 1101
2025
Q1 		$199 Buy
+1
New +$199 ﹤0.01% 727
2023
Q1 		– Sell
-59
Closed -$6.6K – 702
2022
Q4 		$6.6K Hold
59
– – ﹤0.01% 319
2022
Q3 		$10K Hold
59
– – ﹤0.01% 318
2022
Q2 		$9K Hold
59
– – ﹤0.01% 313
2022
Q1 		$14K Hold
59
– – ﹤0.01% 289
2021
Q4 		$19K Hold
59
– – 0.01% 283
2021
Q3 		$15K Hold
59
– – 0.01% 302
2021
Q2 		$13K Buy
+59
New +$11.2K ﹤0.01% 302

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFC Financial Management's ZS Position: Q2 2025 in Review

TFC Financial Management sold out of Zscaler (ZS) in Q2 2025, closing a stake of 1 share — an estimated $199 sold.

TFC Financial Management first reported a position in ZS in Q2 2021 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 904 funds tracked by Wall St. Rank hold ZS as of Q2 2025.

  • TFC Financial Management reported no remaining Zscaler position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Zscaler share in Q2 2025, an estimated $199.
  • TFC Financial Management first reported a position in Zscaler in Q2 2021 and held it in 8 quarters.
  • TFC Financial Management's Zscaler position peaked at $19K in Q4 2021.
  • 904 funds tracked by Wall St. Rank held Zscaler as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.