Cary Street Partners Investment Advisory’s Zscaler ZS Stock Holding History

Cary Street Partners Investment Advisory’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	$4.94K	Buy	+35	New	+$4.88K	﹤0.01%	714
2025 Q4	–	Sell	-59	Closed	-$17.7K	–	707
2025 Q3	$17.7K	Buy	59 +10	+20%	+$2.85K	0.01%	518
2025 Q2	$15.4K	Buy	+49	New	+$12.2K	0.01%	501
2024 Q3	–	Sell	-1,373	Closed	-$264K	–	793
2024 Q2	$264K	Buy	+1,373	New	+$244K	0.01%	631
2023 Q4	–	Sell	-475	Closed	-$73.9K	–	1824
2023 Q3	$73.9K	Hold	475	–	–	﹤0.01%	771
2023 Q2	$69.5K	Hold	475	–	–	﹤0.01%	739
2023 Q1	$55.5K	Buy	475 +25	+6%	+$3K	﹤0.01%	715
2022 Q4	$50.4K	Buy	+450	New	+$61.1K	﹤0.01%	742

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Cary Street Partners Investment Advisory's ZS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Zscaler (ZS) in Q2 2026: 35 shares worth $4.94K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in ZS as recently as Q3 2025.

Cary Street Partners Investment Advisory first reported a position in ZS in Q4 2022 and has held it in 8 quarters since. The position peaked at $264K in Q2 2024. 363 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Cary Street Partners Investment Advisory held 35 shares of Zscaler worth $4.94K as of Q2 2026.
Zscaler was a new Cary Street Partners Investment Advisory position in Q2 2026.
Zscaler made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #714 holding.
Cary Street Partners Investment Advisory first reported a position in Zscaler in Q4 2022 and has held it in 8 quarters since.
Cary Street Partners Investment Advisory's Zscaler position peaked at $264K in Q2 2024.
363 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.