Axxcess Wealth Management’s Zscaler ZS Stock Holding History

Axxcess Wealth Management’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	-1,000	Closed	-$225K	–	1028
2025 Q4	$225K	Hold	1,000	–	–	﹤0.01%	960
2025 Q3	$300K	Hold	1,000	–	–	0.01%	758
2025 Q2	$314K	Buy	+1,000	New	+$249K	0.01%	704
2024 Q1	–	Sell	-1,121	Closed	-$248K	–	939
2023 Q4	$248K	Buy	+1,121	New	+$208K	0.01%	712
2022 Q2	–	Sell	-1,280	Closed	-$309K	–	688
2022 Q1	$309K	Hold	1,280	–	–	0.02%	467
2021 Q4	$411K	Buy	+1,280	New	+$403K	0.03%	407

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's ZS Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,000 shares — an estimated $225K sold.

Axxcess Wealth Management first reported a position in ZS in Q4 2021 and held it in 6 quarters. The position peaked at $411K in Q4 2021. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Axxcess Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,000 Zscaler shares in Q1 2026, an estimated $225K.
Axxcess Wealth Management first reported a position in Zscaler in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's Zscaler position peaked at $411K in Q4 2021.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.