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Clearstead Advisors’s Zscaler ZS Stock Holding History

Clearstead 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 		$190K Buy
1,348
+752
+126% +$105K ﹤0.01% 1083
2026
Q1 		$83.6K Sell
596
-375
-39% -$66.5K ﹤0.01% 1184
2025
Q4 		$218K Sell
971
-1,713
-64% -$483K ﹤0.01% 916
2025
Q3 		$804K Buy
2,684
+1,202
+81% +$343K 0.01% 512
2025
Q2 		$465K Buy
1,482
+342
+30% +$85.3K 0.01% 631
2025
Q1 		$226K Buy
1,140
+332
+41% +$66.2K ﹤0.01% 795
2024
Q4 		$146K Sell
808
-115
-12% -$22.3K ﹤0.01% 929
2024
Q3 		$158K Sell
923
-63
-6% -$11.5K ﹤0.01% 921
2024
Q2 		$189K Buy
986
+418
+74% +$74.4K ﹤0.01% 833
2024
Q1 		$99.4K Buy
568
+214
+60% +$47.9K ﹤0.01% 611
2023
Q4 		$78.4K Buy
+354
New +$65.6K ﹤0.01% 636
2022
Q2 		– Sell
-11
Closed -$3K – 1470
2022
Q1 		$3K Sell
11
-30
-73% -$7.37K ﹤0.01% 1173
2021
Q4 		$13K Buy
41
+26
+173% +$8.19K ﹤0.01% 903
2021
Q3 		$4K Hold
15
– – ﹤0.01% 1064
2021
Q2 		$3K Hold
15
– – ﹤0.01% 996
2021
Q1 		$3K Hold
15
– – ﹤0.01% 941
2020
Q4 		$3K Buy
15
+5
+50% +$795 ﹤0.01% 869
2020
Q3 		$1K Buy
+10
New +$1.3K ﹤0.01% 865

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

Clearstead Advisors's ZS Position: Q2 2026 in Review

Clearstead Advisors increased its Zscaler (ZS) stake by 126% in Q2 2026, buying an estimated $105K and bringing the position to 1,348 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Clearstead Advisors first reported a position in ZS in Q3 2020 and has held it in 18 quarters since. The position peaked at $804K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Clearstead Advisors held 1,348 shares of Zscaler worth $190K as of Q2 2026.
  • Clearstead Advisors bought 752 Zscaler shares in Q2 2026, an estimated $105K.
  • Zscaler made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1083 holding.
  • Clearstead Advisors first reported a position in Zscaler in Q3 2020 and has held it in 18 quarters since.
  • Clearstead Advisors's Zscaler position peaked at $804K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.