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Whalen Wealth Management’s Zscaler ZS Stock Holding History

Whalen Wealth 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
Q4 		– Sell
-4,067
Closed -$1.22M – 251
2025
Q3 		$1.22M Buy
4,067
+3,105
+323% +$885K 0.71% 34
2025
Q2 		$302K Buy
+962
New +$240K 0.19% 139
2024
Q3 		– Sell
-2,466
Closed -$474K – 146
2024
Q2 		$474K Buy
+2,466
New +$439K 0.38% 55

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B 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

Whalen Wealth Management's ZS Position: Q4 2025 in Review

Whalen Wealth Management sold out of Zscaler (ZS) in Q4 2025, closing a stake of 4,067 shares — an estimated $1.22M sold.

Whalen Wealth Management first reported a position in ZS in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q3 2025. 887 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Whalen Wealth Management reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,067 Zscaler shares in Q4 2025, an estimated $1.22M.
  • Whalen Wealth Management first reported a position in Zscaler in Q2 2024 and held it in 3 quarters.
  • Whalen Wealth Management's Zscaler position peaked at $1.22M in Q3 2025.
  • 887 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.