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Bay Harbor Wealth Management’s Zscaler ZS Stock Holding History

Bay Harbor 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
Q2 		– Sell
-2
Closed -$280 – 1352
2026
Q1 		$280 Sell
2
-6
-75% -$1.06K ﹤0.01% 1108
2025
Q4 		$1.8K Buy
8
+3
+60% +$847 ﹤0.01% 506
2025
Q3 		$1.5K Buy
5
+1
+25% +$285 ﹤0.01% 421
2025
Q2 		$1.25K Buy
4
+2
+100% +$499 ﹤0.01% 402
2025
Q1 		$396 Buy
+2
New +$399 ﹤0.01% 484

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

Bay Harbor Wealth Management's ZS Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 2 shares — an estimated $280 sold.

Bay Harbor Wealth Management first reported a position in ZS in Q1 2025 and held it in 5 quarters. The position peaked at $1.8K in Q4 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Zscaler shares in Q2 2026, an estimated $280.
  • Bay Harbor Wealth Management first reported a position in Zscaler in Q1 2025 and held it in 5 quarters.
  • Bay Harbor Wealth Management's Zscaler position peaked at $1.8K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.