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Cassaday & Co Wealth Management’s Zscaler ZS Stock Holding History

Cassaday & Co Wealth Management’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 		$14.3K Buy
101
+1
+1% +$139 ﹤0.01% 827
2026
Q1 		$14K Buy
+100
New +$17.7K ﹤0.01% 832

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

Cassaday & Co Wealth Management's ZS Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Zscaler (ZS) stake by 1% in Q2 2026, buying an estimated $139 and bringing the position to 101 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Cassaday & Co Wealth Management first reported a position in ZS in Q1 2026 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cassaday & Co Wealth Management held 101 shares of Zscaler worth $14.3K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1 Zscaler share in Q2 2026, an estimated $139.
  • Zscaler made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #827 holding.
  • Cassaday & Co Wealth Management first reported a position in Zscaler in Q1 2026 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.