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B. Riley Wealth Advisors’s Zscaler ZS Stock Holding History

B. Riley Wealth Advisors’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 		$535K Buy
+3,887
New +$542K 0.03% 448
2025
Q4 		– Sell
-814
Closed -$244K – 1172
2025
Q3 		$244K Sell
814
-50
-6% -$14.3K 0.01% 808
2025
Q2 		$271K Sell
864
-450
-34% -$112K 0.01% 754
2025
Q1 		$261K Sell
1,314
-725
-36% -$144K 0.01% 1040
2024
Q4 		$368K Sell
2,039
-7,978
-80% -$1.54M 0.01% 793
2024
Q3 		$1.71M Buy
10,017
+5
+0% +$913 0.05% 352
2024
Q2 		$1.92M Buy
10,012
+6,251
+166% +$1.11M 0.05% 348
2024
Q1 		$585K Buy
3,761
+111
+3% +$24.8K 0.02% 721
2023
Q4 		$809K Sell
3,650
-111
-3% -$20.6K 0.02% 596
2023
Q3 		$585K Buy
3,761
+63
+2% +$9.45K 0.02% 721
2023
Q2 		$541K Buy
3,698
+224
+6% +$27.4K 0.01% 811
2023
Q1 		$406K Sell
3,474
-769
-18% -$92.3K 0.01% 905
2022
Q4 		$475K Buy
4,243
+138
+3% +$18.7K 0.01% 807
2022
Q3 		$675K Sell
4,105
-144
-3% -$23.6K 0.02% 648
2022
Q2 		$636K Sell
4,249
-4,176
-50% -$738K 0.03% 568
2022
Q1 		$2.03M Buy
8,425
+4,078
+94% +$1M 0.07% 300
2021
Q4 		$1.4M Sell
4,347
-420
-9% -$132K 0.04% 435
2021
Q3 		$1.25M Sell
4,767
-2,377
-33% -$597K 0.04% 453
2021
Q2 		$1.54M Sell
7,144
-1,551
-18% -$295K 0.05% 401
2021
Q1 		$1.49M Buy
8,695
+5,310
+157% +$1.05M 0.05% 380
2020
Q4 		$676K Sell
3,385
-1,062
-24% -$169K 0.04% 441
2020
Q3 		$617K Buy
4,447
+642
+17% +$83.3K 0.03% 460
2020
Q2 		$417K Buy
+3,805
New +$316K 0.03% 518
2020
Q1 		– Sell
-6,383
Closed -$297K – 909
2019
Q4 		$297K Sell
6,383
-395
-6% -$18.3K 0.03% 604
2019
Q3 		$321K Sell
6,778
-3,280
-33% -$236K 0.03% 570
2019
Q2 		$771K Buy
+10,058
New +$716K 0.08% 248

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

B. Riley Wealth Advisors's ZS Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Zscaler (ZS) in Q2 2026: 3,887 shares worth $535K. The stake represents 0.03% of the portfolio and ranks #448 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in ZS as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in ZS in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q1 2022. 745 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • B. Riley Wealth Advisors held 3,887 shares of Zscaler worth $535K as of Q2 2026.
  • Zscaler was a new B. Riley Wealth Advisors position in Q2 2026.
  • Zscaler made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #448 holding.
  • B. Riley Wealth Advisors first reported a position in Zscaler in Q2 2019 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's Zscaler position peaked at $2.03M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.