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Capital Advisors Ltd’s Zscaler ZS Stock Holding History

Capital Advisors Ltd’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
-13
Closed -$2K – 1609
2026
Q1 		$2K Buy
+13
New +$2.31K ﹤0.01% 1139
2025
Q2 		– Sell
-1
Closed – – 1661
2025
Q1 		$0 Buy
+1
New +$199 ﹤0.01% 1617
2023
Q1 		– Sell
-4
Closed – – 1602
2022
Q4 		$0 Sell
4
-4
-50% -$543 ﹤0.01% 1706
2022
Q3 		$1K Buy
+8
New +$1.31K ﹤0.01% 1165

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

Capital Advisors Ltd's ZS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Zscaler (ZS) in Q2 2026, closing a stake of 13 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in ZS in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q1 2026. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 13 Zscaler shares in Q2 2026, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Zscaler in Q3 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's Zscaler position peaked at $2K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.