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Balboa Wealth Partners’s Zscaler ZS Stock Holding History

Balboa Wealth Partners’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 		$236K Buy
+1,673
New +$233K 0.03% 401
2025
Q4 		– Sell
-870
Closed -$261K – 455
2025
Q3 		$261K Sell
870
-33
-4% -$9.41K 0.05% 301
2025
Q2 		$283K Buy
+903
New +$225K 0.06% 260
2024
Q1 		– Sell
-1,463
Closed -$324K – 323
2023
Q4 		$324K Buy
+1,463
New +$271K 0.11% 150

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

Balboa Wealth Partners's ZS Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Zscaler (ZS) in Q2 2026: 1,673 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #401 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in ZS as recently as Q3 2025.

Balboa Wealth Partners first reported a position in ZS in Q4 2023 and has held it in 4 quarters since. The position peaked at $324K in Q4 2023. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Balboa Wealth Partners held 1,673 shares of Zscaler worth $236K as of Q2 2026.
  • Zscaler was a new Balboa Wealth Partners position in Q2 2026.
  • Zscaler made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #401 holding.
  • Balboa Wealth Partners first reported a position in Zscaler in Q4 2023 and has held it in 4 quarters since.
  • Balboa Wealth Partners's Zscaler position peaked at $324K in Q4 2023.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.