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Arkadios Wealth Advisors’s Zscaler ZS Stock Holding History

Arkadios Wealth Advisors’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 		$241K Sell
1,707
-570
-25% -$79.5K ﹤0.01% 1532
2026
Q1 		$319K Buy
+2,277
New +$404K 0.01% 1333
2021
Q4 		– Sell
-256
Closed -$67K – 1825
2021
Q3 		$67K Buy
256
+108
+73% +$27.1K 0.01% 796
2021
Q2 		$31K Buy
148
+40
+37% +$7.61K ﹤0.01% 1119
2021
Q1 		$18K Buy
108
+16
+17% +$3.18K ﹤0.01% 1013
2020
Q4 		$18K Buy
92
+63
+217% +$10K ﹤0.01% 789
2020
Q3 		$4.49K Buy
+29
New +$3.76K ﹤0.01% 864

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

Arkadios Wealth Advisors's ZS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Zscaler (ZS) stake by 25% in Q2 2026, selling an estimated $79.5K and leaving 1,707 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Arkadios Wealth Advisors first reported a position in ZS in Q3 2020 and has held it in 7 quarters since. The position peaked at $319K in Q1 2026. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Arkadios Wealth Advisors held 1,707 shares of Zscaler worth $241K as of Q2 2026.
  • Arkadios Wealth Advisors sold 570 Zscaler shares in Q2 2026, an estimated $79.5K.
  • Zscaler made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1532 holding.
  • Arkadios Wealth Advisors first reported a position in Zscaler in Q3 2020 and has held it in 7 quarters since.
  • Arkadios Wealth Advisors's Zscaler position peaked at $319K in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.