Avalon Trust’s Zscaler ZS Stock Holding History

Avalon Trust’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	$188K	Hold	1,340	–	–	0.01%	159
2025 Q4	$301K	Buy	1,340 +140	+12%	+$39.5K	0.02%	119
2025 Q3	$360K	Buy	+1,200	New	+$342K	0.02%	119

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

Avalon Trust's ZS Position: Q1 2026 in Review

Avalon Trust held its Zscaler (ZS) position steady in Q1 2026 at 1,340 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #159.

Avalon Trust first reported a position in ZS in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Avalon Trust held 1,340 shares of Zscaler worth $188K as of Q1 2026.
Avalon Trust left its Zscaler share count unchanged in Q1 2026.
Zscaler made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #159 holding.
Avalon Trust first reported a position in Zscaler in Q3 2025 and has held it in 3 quarters since.
Avalon Trust's Zscaler position peaked at $360K in Q3 2025.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.