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Allworth Financial’s Zscaler ZS Stock Holding History

Allworth Financial’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 		$505K Buy
3,578
+256
+8% +$35.7K ﹤0.01% 979
2026
Q1 		$466K Sell
3,322
-350
-10% -$62.1K ﹤0.01% 980
2025
Q4 		$826K Buy
3,672
+148
+4% +$41.8K ﹤0.01% 747
2025
Q3 		$1.06M Sell
3,524
-1,608
-31% -$458K ﹤0.01% 658
2025
Q2 		$1.61M Buy
5,132
+4,130
+412% +$1.03M 0.01% 535
2025
Q1 		$211K Buy
1,002
+322
+47% +$64.2K ﹤0.01% 931
2024
Q4 		$131K Buy
680
+19
+3% +$3.68K ﹤0.01% 1139
2024
Q3 		$113K Sell
661
-6
-0.9% -$1.1K ﹤0.01% 1032
2024
Q2 		$126K Buy
667
+414
+164% +$73.7K ﹤0.01% 982
2024
Q1 		$48.7K Sell
253
-127
-33% -$28.4K ﹤0.01% 1317
2023
Q4 		$84.2K Buy
380
+242
+175% +$44.8K ﹤0.01% 1011
2023
Q3 		$21.5K Sell
138
-99
-42% -$14.8K ﹤0.01% 1473
2023
Q2 		$34.7K Sell
237
-103
-30% -$12.6K ﹤0.01% 1256
2023
Q1 		$39.7K Buy
340
+4
+1% +$480 ﹤0.01% 1157
2022
Q4 		$37.6K Sell
336
-293
-47% -$39.8K ﹤0.01% 1123
2022
Q3 		$103K Buy
629
+264
+72% +$43.2K ﹤0.01% 762
2022
Q2 		$55K Buy
365
+161
+79% +$28.5K ﹤0.01% 876
2022
Q1 		$49K Buy
204
+29
+17% +$7.13K ﹤0.01% 901
2021
Q4 		$56K Buy
175
+27
+18% +$8.5K ﹤0.01% 810
2021
Q3 		$39K Buy
148
+48
+48% +$12.1K ﹤0.01% 846
2021
Q2 		$22K Hold
100
– – ﹤0.01% 831
2021
Q1 		$17K Sell
100
-100
-50% -$19.9K ﹤0.01% 842
2020
Q4 		$40K Hold
200
– – ﹤0.01% 518
2020
Q3 		$28K Sell
200
-100
-33% -$13K ﹤0.01% 515
2020
Q2 		$33K Buy
+300
New +$24.9K ﹤0.01% 489

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

Allworth Financial's ZS Position: Q2 2026 in Review

Allworth Financial increased its Zscaler (ZS) stake by 7.7% in Q2 2026, buying an estimated $35.7K and bringing the position to 3,578 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Allworth Financial first reported a position in ZS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Allworth Financial held 3,578 shares of Zscaler worth $505K as of Q2 2026.
  • Allworth Financial bought 256 Zscaler shares in Q2 2026, an estimated $35.7K.
  • Zscaler made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #979 holding.
  • Allworth Financial first reported a position in Zscaler in Q2 2020 and has held it in 25 quarters since.
  • Allworth Financial's Zscaler position peaked at $1.61M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.