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Beacon Pointe Advisors’s Zscaler ZS Stock Holding History

Beacon Pointe 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 		$5.92M Buy
41,952
+24,674
+143% +$3.44M 0.03% 472
2026
Q1 		$2.42M Sell
17,278
-3,093
-15% -$549K 0.01% 672
2025
Q4 		$4.58M Sell
20,371
-260
-1% -$73.4K 0.03% 406
2025
Q3 		$6.18M Buy
20,631
+1,979
+11% +$564K 0.05% 310
2025
Q2 		$5.86M Buy
18,652
+266
+1% +$66.3K 0.06% 273
2025
Q1 		$3.65M Buy
18,386
+6,497
+55% +$1.29M 0.04% 352
2024
Q4 		$2.14M Buy
11,889
+261
+2% +$50.5K 0.02% 442
2024
Q3 		$1.99M Sell
11,628
-111
-0.9% -$20.3K 0.02% 478
2024
Q2 		$2.26M Buy
11,739
+786
+7% +$140K 0.03% 451
2024
Q1 		$2.11M Buy
10,953
+1,783
+19% +$399K 0.02% 484
2023
Q4 		$2.03M Buy
9,170
+2,677
+41% +$496K 0.02% 479
2023
Q3 		$1.01M Buy
6,493
+3,667
+130% +$550K 0.01% 623
2023
Q2 		$413K Sell
2,826
-108
-4% -$13.2K 0.01% 779
2023
Q1 		$343K Sell
2,934
-25
-0.8% -$3K 0.01% 886
2022
Q4 		$331K Buy
2,959
+441
+18% +$59.9K 0.01% 830
2022
Q3 		$413K Buy
2,518
+1
+0% +$164 0.01% 699
2022
Q2 		$377K Sell
2,517
-58
-2% -$10.3K 0.01% 745
2022
Q1 		$621K Buy
2,575
+479
+23% +$118K 0.01% 747
2021
Q4 		$674K Sell
2,096
-294
-12% -$92.6K 0.02% 473
2021
Q3 		$627K Buy
+2,390
New +$600K 0.02% 495

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

Beacon Pointe Advisors's ZS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Zscaler (ZS) stake by 143% in Q2 2026, buying an estimated $3.44M and bringing the position to 41,952 shares worth $5.92M. The position accounts for 0.03% of the portfolio, ranked #472.

Beacon Pointe Advisors first reported a position in ZS in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.18M in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Beacon Pointe Advisors held 41,952 shares of Zscaler worth $5.92M as of Q2 2026.
  • Beacon Pointe Advisors bought 24,674 Zscaler shares in Q2 2026, an estimated $3.44M.
  • Zscaler made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #472 holding.
  • Beacon Pointe Advisors first reported a position in Zscaler in Q3 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Zscaler position peaked at $6.18M in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.