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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
Q2 		$160K Sell
1,130
-210
-16% -$29.3K 0.01% 169
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
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

Avalon Trust's ZS Position: Q2 2026 in Review

Avalon Trust reduced its Zscaler (ZS) stake by 16% in Q2 2026, selling an estimated $29.3K and leaving 1,130 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #169.

Avalon Trust first reported a position in ZS in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Avalon Trust held 1,130 shares of Zscaler worth $160K as of Q2 2026.
  • Avalon Trust sold 210 Zscaler shares in Q2 2026, an estimated $29.3K.
  • Zscaler made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #169 holding.
  • Avalon Trust first reported a position in Zscaler in Q3 2025 and has held it in 4 quarters since.
  • Avalon Trust's Zscaler position peaked at $360K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.