Balance Wealth
ZS icon

Balance Wealth’s Zscaler ZS Stock Holding History

Balance 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
Q3 		$1.46K Buy
+7
New +$1.19K ﹤0.01% 801

Other funds holding ZS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's ZS Position: Q3 2026 in Review

Balance Wealth opened a new position in Zscaler (ZS) in Q3 2026: 7 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings.

696 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Balance Wealth held 7 shares of Zscaler worth $1.46K as of Q3 2026.
  • Zscaler was a new Balance Wealth position in Q3 2026.
  • Zscaler made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #801 holding.
  • 696 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.