Center for Financial Planning’s Zscaler ZS Stock Holding History

Center for Financial Planning’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	$17.5K	Hold	124	–	–	﹤0.01%	440
2026 Q1	$17.4K	Hold	124	–	–	﹤0.01%	428
2025 Q4	$27.9K	Hold	124	–	–	﹤0.01%	371
2025 Q3	$37.2K	Hold	124	–	–	﹤0.01%	340
2025 Q2	$38.9K	Hold	124	–	–	﹤0.01%	320
2025 Q1	$24.6K	Hold	124	–	–	﹤0.01%	367
2024 Q4	$22.4K	Hold	124	–	–	﹤0.01%	339
2024 Q3	$21.2K	Hold	124	–	–	﹤0.01%	332
2024 Q2	$23.8K	Hold	124	–	–	﹤0.01%	305
2024 Q1	$23.9K	Hold	124	–	–	﹤0.01%	307
2023 Q4	$27.5K	Hold	124	–	–	0.01%	283
2023 Q3	$19.3K	Hold	124	–	–	﹤0.01%	303
2023 Q2	$18.1K	Hold	124	–	–	﹤0.01%	323
2023 Q1	$14.5K	Hold	124	–	–	﹤0.01%	322
2022 Q4	$13.9K	Hold	124	–	–	﹤0.01%	320
2022 Q3	$20K	Hold	124	–	–	0.01%	295
2022 Q2	$19K	Hold	124	–	–	﹤0.01%	300
2022 Q1	$30K	Hold	124	–	–	0.01%	279
2021 Q4	$40K	Buy	124 +24	+24%	+$7.56K	0.01%	253
2021 Q3	$26K	Hold	100	–	–	0.01%	291
2021 Q2	$22K	Hold	100	–	–	0.01%	300
2021 Q1	$17K	Hold	100	–	–	﹤0.01%	326
2020 Q4	$20K	Buy	+100	New	+$15.9K	0.01%	287

Other funds holding ZS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Center for Financial Planning's ZS Position: Q2 2026 in Review

Center for Financial Planning held its Zscaler (ZS) position steady in Q2 2026 at 124 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Center for Financial Planning first reported a position in ZS in Q4 2020 and has held it in 23 quarters since. The position peaked at $40K in Q4 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Center for Financial Planning held 124 shares of Zscaler worth $17.5K as of Q2 2026.
Center for Financial Planning left its Zscaler share count unchanged in Q2 2026.
Zscaler made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #440 holding.
Center for Financial Planning first reported a position in Zscaler in Q4 2020 and has held it in 23 quarters since.
Center for Financial Planning's Zscaler position peaked at $40K in Q4 2021.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.