CIAS
ZS icon

CBIZ Investment Advisory Services’s Zscaler ZS Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-43
Closed -$9.67K – 761
2025
Q4 		$9.67K Hold
43
– – ﹤0.01% 390
2025
Q3 		$12.9K Hold
43
– – ﹤0.01% 311
2025
Q2 		$13.5K Buy
43
+11
+34% +$2.74K ﹤0.01% 310
2025
Q1 		$6.35K Buy
32
+7
+28% +$1.4K ﹤0.01% 369
2024
Q4 		$4.51K Hold
25
– – ﹤0.01% 325
2024
Q3 		$4.27K Hold
25
– – ﹤0.01% 304
2024
Q2 		$4.8K Buy
+25
New +$4.45K ﹤0.01% 297

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's ZS Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Zscaler (ZS) in Q1 2026, closing a stake of 43 shares — an estimated $9.67K sold.

CBIZ Investment Advisory Services first reported a position in ZS in Q2 2024 and held it in 7 quarters. The position peaked at $13.5K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 43 Zscaler shares in Q1 2026, an estimated $9.67K.
  • CBIZ Investment Advisory Services first reported a position in Zscaler in Q2 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Zscaler position peaked at $13.5K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.