Atlantic Private Wealth’s Zscaler ZS Stock Holding History

Atlantic Private Wealth’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	-2	Closed	-$450	–	408
2025 Q4	$450	Buy	+2	New	+$565	﹤0.01%	331

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlantic Private Wealth's ZS Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Zscaler (ZS) in Q1 2026, closing a stake of 2 shares — an estimated $450 sold.

Atlantic Private Wealth first reported a position in ZS in Q4 2025 and held it in 1 quarter. The position peaked at $450 in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Atlantic Private Wealth reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Atlantic Private Wealth sold 2 Zscaler shares in Q1 2026, an estimated $450.
Atlantic Private Wealth first reported a position in Zscaler in Q4 2025 and held it in 1 quarter.
Atlantic Private Wealth's Zscaler position peaked at $450 in Q4 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.