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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's ZS Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Zscaler (ZS) stake by 15% in Q1 2026, selling an estimated $549K and leaving 17,278 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #672.

Beacon Pointe Advisors first reported a position in ZS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.18M in Q3 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Beacon Pointe Advisors held 17,278 shares of Zscaler worth $2.42M as of Q1 2026.
  • Beacon Pointe Advisors sold 3,093 Zscaler shares in Q1 2026, an estimated $549K.
  • Zscaler made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #672 holding.
  • Beacon Pointe Advisors first reported a position in Zscaler in Q3 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Zscaler position peaked at $6.18M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.