BWL
ZS icon

Bogart Wealth LLC’s Zscaler ZS Stock Holding History

Bogart Wealth LLC’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 		$33.5K Buy
237
+214
+930% +$29.8K ﹤0.01% 642
2026
Q1 		$3.23K Hold
23
– – ﹤0.01% 1173
2025
Q4 		$5.17K Sell
23
-2
-8% -$565 ﹤0.01% 988
2025
Q3 		$7.49K Buy
25
+2
+9% +$570 ﹤0.01% 885
2025
Q2 		$7.22K Buy
+23
New +$5.73K ﹤0.01% 857
2021
Q2 		– Sell
-109
Closed -$19K – 737
2021
Q1 		$19K Buy
+109
New +$21.7K ﹤0.01% 334

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

Bogart Wealth LLC's ZS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Zscaler (ZS) stake by 930% in Q2 2026, buying an estimated $29.8K and bringing the position to 237 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Bogart Wealth LLC first reported a position in ZS in Q1 2021 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Bogart Wealth LLC held 237 shares of Zscaler worth $33.5K as of Q2 2026.
  • Bogart Wealth LLC bought 214 Zscaler shares in Q2 2026, an estimated $29.8K.
  • Zscaler made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #642 holding.
  • Bogart Wealth LLC first reported a position in Zscaler in Q1 2021 and has held it in 6 quarters since.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.