CAPTRUST Financial Advisors
ZS icon

CAPTRUST Financial Advisors’s Zscaler ZS Stock Holding History

CAPTRUST Financial 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 		$1.09M Buy
7,706
+2,314
+43% +$323K ﹤0.01% 1701
2026
Q1 		$756K Sell
5,392
-5,270
-49% -$935K ﹤0.01% 1761
2025
Q4 		$2.4M Sell
10,662
-3,397
-24% -$959K ﹤0.01% 999
2025
Q3 		$4.21M Buy
14,059
+4,463
+47% +$1.27M 0.01% 699
2025
Q2 		$3.01M Buy
9,596
+1,193
+14% +$297K 0.01% 796
2025
Q1 		$1.67M Buy
8,403
+83
+1% +$16.5K ﹤0.01% 993
2024
Q4 		$1.5M Buy
8,320
+3,296
+66% +$638K ﹤0.01% 1017
2024
Q3 		$859K Buy
5,024
+504
+11% +$92K ﹤0.01% 1278
2024
Q2 		$869K Buy
4,520
+247
+6% +$44K ﹤0.01% 1219
2024
Q1 		$823K Sell
4,273
-3,890
-48% -$870K ﹤0.01% 1227
2023
Q4 		$1.81M Buy
8,163
+3,053
+60% +$565K 0.01% 954
2023
Q3 		$795K Buy
5,110
+560
+12% +$84K ﹤0.01% 1341
2023
Q2 		$666K Buy
4,550
+1,124
+33% +$137K ﹤0.01% 1465
2023
Q1 		$400K Sell
3,426
-522
-13% -$62.6K ﹤0.01% 1530
2022
Q4 		$442K Sell
3,948
-184
-4% -$25K ﹤0.01% 1401
2022
Q3 		$679K Buy
4,132
+1,687
+69% +$276K ﹤0.01% 1102
2022
Q2 		$366K Sell
2,445
-665
-21% -$118K ﹤0.01% 1306
2022
Q1 		$750K Sell
3,110
-369
-11% -$90.7K ﹤0.01% 966
2021
Q4 		$1.12M Buy
3,479
+303
+10% +$95.4K 0.01% 773
2021
Q3 		$833K Buy
3,176
+73
+2% +$18.3K 0.01% 823
2021
Q2 		$670K Buy
3,103
+195
+7% +$37.1K 0.01% 876
2021
Q1 		$499K Buy
2,908
+1,687
+138% +$335K 0.01% 956
2020
Q4 		$244K Hold
1,221
– – ﹤0.01% 1108
2020
Q3 		$176K Buy
1,221
+237
+24% +$30.8K ﹤0.01% 1088
2020
Q2 		$110K Buy
+984
New +$81.8K ﹤0.01% 1305

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

CAPTRUST Financial Advisors's ZS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Zscaler (ZS) stake by 43% in Q2 2026, buying an estimated $323K and bringing the position to 7,706 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

CAPTRUST Financial Advisors first reported a position in ZS in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.21M in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,706 shares of Zscaler worth $1.09M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,314 Zscaler shares in Q2 2026, an estimated $323K.
  • Zscaler made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1701 holding.
  • CAPTRUST Financial Advisors first reported a position in Zscaler in Q2 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's Zscaler position peaked at $4.21M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.