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Avion Wealth’s Zscaler ZS Stock Holding History

Avion 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
Q2 		$22K Buy
157
+45
+40% +$6.27K ﹤0.01% 378
2026
Q1 		$15K Buy
112
+93
+489% +$16.5K ﹤0.01% 397
2025
Q4 		$4K Sell
19
-7
-27% -$1.98K ﹤0.01% 752
2025
Q3 		$7K Buy
26
+4
+18% +$1.14K ﹤0.01% 587
2025
Q2 		$6K Buy
22
+4
+22% +$997 ﹤0.01% 606
2025
Q1 		$3K Hold
18
– – ﹤0.01% 685
2024
Q4 		$3K Hold
18
– – ﹤0.01% 682
2024
Q3 		$3K Buy
18
+9
+100% +$1.64K ﹤0.01% 653
2024
Q2 		$1K Sell
9
-2
-18% -$356 ﹤0.01% 848
2024
Q1 		$3K Buy
11
+2
+22% +$447 ﹤0.01% 613
2023
Q4 		$2K Buy
9
+3
+50% +$556 ﹤0.01% 646
2023
Q3 		$0 Buy
+6
New +$900 ﹤0.01% 1246

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

Avion Wealth's ZS Position: Q2 2026 in Review

Avion Wealth increased its Zscaler (ZS) stake by 40% in Q2 2026, buying an estimated $6.27K and bringing the position to 157 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Avion Wealth first reported a position in ZS in Q3 2023 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Avion Wealth held 157 shares of Zscaler worth $22K as of Q2 2026.
  • Avion Wealth bought 45 Zscaler shares in Q2 2026, an estimated $6.27K.
  • Zscaler made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #378 holding.
  • Avion Wealth first reported a position in Zscaler in Q3 2023 and has held it in 12 quarters since.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.