Trifecta Capital Advisors’s Zscaler ZS Stock Holding History

Trifecta Capital 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	-105	Closed	-$31.5K	–	451
2025 Q3	$31.5K	Hold	105	–	–	﹤0.01%	188
2025 Q2	$33K	Hold	105	–	–	0.01%	190
2025 Q1	$20.8K	Hold	105	–	–	﹤0.01%	182
2024 Q4	$18.9K	Hold	105	–	–	﹤0.01%	189
2024 Q3	$17.9K	Hold	105	–	–	﹤0.01%	196
2024 Q2	$20.2K	Hold	105	–	–	﹤0.01%	191
2024 Q1	$20.2K	Hold	105	–	–	﹤0.01%	175
2023 Q4	$23.3K	Hold	105	–	–	0.01%	167
2023 Q3	$16.3K	Hold	105	–	–	0.01%	189
2023 Q2	$15.4K	Hold	105	–	–	﹤0.01%	193
2023 Q1	$12.3K	Hold	105	–	–	﹤0.01%	206
2022 Q4	$11.8K	Buy	+105	New	+$14.3K	﹤0.01%	193

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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