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Advisors Asset Management’s Zscaler ZS Stock Holding History

Advisors Asset 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
Q2 		$500K Buy
+3,539
New +$493K 0.01% 985
2026
Q1 		– Sell
-3,196
Closed -$719K – 1514
2025
Q4 		$719K Sell
3,196
-2,667
-45% -$753K 0.01% 871
2025
Q3 		$1.76M Sell
5,863
-291
-5% -$83K 0.03% 629
2025
Q2 		$1.93M Sell
6,154
-113
-2% -$28.2K 0.03% 579
2025
Q1 		$1.24M Buy
6,267
+1
+0% +$199 0.02% 694
2024
Q4 		$1.13M Buy
6,266
+2,184
+54% +$423K 0.02% 714
2024
Q3 		$698K Buy
4,082
+1,363
+50% +$249K 0.01% 829
2024
Q2 		$523K Buy
2,719
+490
+22% +$87.2K 0.01% 881
2024
Q1 		$429K Buy
2,229
+834
+60% +$187K 0.01% 959
2023
Q4 		$309K Buy
1,395
+656
+89% +$121K 0.01% 1033
2023
Q3 		$115K Buy
739
+109
+17% +$16.3K ﹤0.01% 1181
2023
Q2 		$92.2K Sell
630
-980
-61% -$120K ﹤0.01% 1216
2023
Q1 		$188K Sell
1,610
-1,339
-45% -$161K ﹤0.01% 1127
2022
Q4 		$330K Sell
2,949
-1,198
-29% -$163K 0.01% 1034
2022
Q3 		$682K Sell
4,147
-3,104
-43% -$508K 0.01% 853
2022
Q2 		$1.08M Sell
7,251
-956
-12% -$169K 0.02% 734
2022
Q1 		$1.98M Sell
8,207
-104
-1% -$25.6K 0.03% 585
2021
Q4 		$2.67M Buy
8,311
+1,214
+17% +$382K 0.04% 510
2021
Q3 		$1.86M Buy
7,097
+1,184
+20% +$297K 0.03% 613
2021
Q2 		$1.28M Buy
5,913
+2,776
+88% +$528K 0.02% 745
2021
Q1 		$539K Buy
3,137
+387
+14% +$76.9K 0.01% 998
2020
Q4 		$549K Buy
2,750
+251
+10% +$39.9K 0.01% 936
2020
Q3 		$352K Sell
2,499
-725
-22% -$94.1K 0.01% 1016
2020
Q2 		$353K Buy
3,224
+2,149
+200% +$179K 0.01% 1011
2020
Q1 		$65.4K Buy
1,075
+33
+3% +$1.82K ﹤0.01% 1279
2019
Q4 		$48K Sell
1,042
-3,037
-74% -$141K ﹤0.01% 1403
2019
Q3 		$193K Buy
4,079
+13
+0.3% +$936 ﹤0.01% 1196
2019
Q2 		$312K Buy
+4,066
New +$290K 0.01% 1102

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Advisors Asset Management's ZS Position: Q2 2026 in Review

Advisors Asset Management opened a new position in Zscaler (ZS) in Q2 2026: 3,539 shares worth $500K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Advisors Asset Management previously reported a position in ZS as recently as Q4 2025.

Advisors Asset Management first reported a position in ZS in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.67M in Q4 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Advisors Asset Management held 3,539 shares of Zscaler worth $500K as of Q2 2026.
  • Zscaler was a new Advisors Asset Management position in Q2 2026.
  • Zscaler made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #985 holding.
  • Advisors Asset Management first reported a position in Zscaler in Q2 2019 and has held it in 28 quarters since.
  • Advisors Asset Management's Zscaler position peaked at $2.67M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.