AWM
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Ameliora Wealth Management’s Zscaler ZS Stock Holding History

Ameliora 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
Q2 		$81.2K Sell
575
-20
-3% -$2.79K 0.02% 136
2026
Q1 		$83.5K Sell
595
-131
-18% -$23.2K 0.03% 134
2025
Q4 		$163K Sell
726
-35
-5% -$9.88K 0.05% 104
2025
Q3 		$228K Buy
761
+140
+23% +$39.9K 0.08% 96
2025
Q2 		$195K Sell
621
-415
-40% -$103K 0.07% 103
2025
Q1 		$206K Sell
1,036
-17
-2% -$3.39K 0.08% 95
2024
Q4 		$190K Buy
+1,053
New +$204K 0.07% 99

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

Ameliora Wealth Management's ZS Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Zscaler (ZS) stake by 3.4% in Q2 2026, selling an estimated $2.79K and leaving 575 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #136.

Ameliora Wealth Management first reported a position in ZS in Q4 2024 and has held it in 7 quarters since. The position peaked at $228K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Ameliora Wealth Management held 575 shares of Zscaler worth $81.2K as of Q2 2026.
  • Ameliora Wealth Management sold 20 Zscaler shares in Q2 2026, an estimated $2.79K.
  • Zscaler made up 0.02% of Ameliora Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Ameliora Wealth Management first reported a position in Zscaler in Q4 2024 and has held it in 7 quarters since.
  • Ameliora Wealth Management's Zscaler position peaked at $228K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.