Superior Planning, LLC’s Zscaler ZS Stock Holding History

Superior Planning, LLC’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 Q3	$27.7K	Buy	+139	New	+$23.7K	0.01%	575

Other funds holding ZS

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Superior Planning, LLC's ZS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Zscaler (ZS) in Q3 2026: 139 shares worth $27.7K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings.

572 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Superior Planning, LLC held 139 shares of Zscaler worth $27.7K as of Q3 2026.
Zscaler was a new Superior Planning, LLC position in Q3 2026.
Zscaler made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #575 holding.
572 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.