AWM
ZS icon

Accurate Wealth Management’s Zscaler ZS Stock Holding History

Accurate 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
2026
Q1 		– Sell
-1,761
Closed -$382K – 578
2025
Q4 		$382K Buy
1,761
+210
+14% +$59.3K 0.05% 356
2025
Q3 		$468K Buy
1,551
+218
+16% +$62.2K 0.06% 303
2025
Q2 		$395K Buy
+1,333
New +$332K 0.06% 307
2023
Q1 		– Sell
-257
Closed -$27K – 1514
2022
Q4 		$27K Buy
+257
New +$34.9K 0.01% 601

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
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

Accurate Wealth Management's ZS Position: Q1 2026 in Review

Accurate Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,761 shares — an estimated $382K sold.

Accurate Wealth Management first reported a position in ZS in Q4 2022 and held it in 4 quarters. The position peaked at $468K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Accurate Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 1,761 Zscaler shares in Q1 2026, an estimated $382K.
  • Accurate Wealth Management first reported a position in Zscaler in Q4 2022 and held it in 4 quarters.
  • Accurate Wealth Management's Zscaler position peaked at $468K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.