Wealth Dimensions Group’s Zscaler ZS Stock Holding History

Wealth Dimensions Group’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
2026 Q1	–	Sell	-1,162	Closed	-$261K	–	179
2025 Q4	$261K	Hold	1,162	–	–	0.05%	142
2025 Q3	$348K	Sell	1,162 -103	-8%	-$29.4K	0.07%	125
2025 Q2	$397K	Hold	1,265	–	–	0.09%	115
2025 Q1	$251K	Hold	1,265	–	–	0.06%	141
2024 Q4	$228K	Hold	1,265	–	–	0.06%	140
2024 Q3	$216K	Sell	1,265 -10	-0.8%	-$1.83K	0.05%	142
2024 Q2	$245K	Sell	1,275 -160	-11%	-$28.5K	0.07%	125
2024 Q1	$276K	Hold	1,435	–	–	0.08%	114
2023 Q4	$318K	Hold	1,435	–	–	0.1%	106
2023 Q3	$223K	Hold	1,435	–	–	0.08%	121
2023 Q2	$210K	Buy	+1,435	New	+$175K	0.08%	131
2022 Q4	–	Sell	-1,435	Closed	-$236K	–	132
2022 Q3	$236K	Hold	1,435	–	–	0.12%	108
2022 Q2	$215K	Hold	1,435	–	–	0.1%	118
2022 Q1	$346K	Hold	1,435	–	–	0.16%	98
2021 Q4	$461K	Buy	1,435 +10	+0.7%	+$3.15K	0.23%	82
2021 Q3	$374K	Sell	1,425 -250	-15%	-$62.8K	0.24%	89
2021 Q2	$362K	Buy	1,675 +59	+4%	+$11.2K	0.25%	84
2021 Q1	$277K	Sell	1,616 -100	-6%	-$19.9K	0.22%	89
2020 Q4	$343K	Buy	+1,716	New	+$273K	0.3%	72

Other funds holding ZS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return