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 $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trifecta Capital Advisors's ZS Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Zscaler (ZS) in Q4 2025, closing a stake of 105 shares — an estimated $31.5K sold.

Trifecta Capital Advisors first reported a position in ZS in Q4 2022 and held it in 12 quarters. The position peaked at $33K in Q2 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

Trifecta Capital Advisors reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 105 Zscaler shares in Q4 2025, an estimated $31.5K.
Trifecta Capital Advisors first reported a position in Zscaler in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Zscaler position peaked at $33K in Q2 2025.
889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.