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Compass Financial Services’s Zscaler ZS Stock Holding History

Compass Financial 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
-35
Closed -$7.87K – 287
2025
Q4 		$7.87K Hold
35
– – ﹤0.01% 211
2025
Q3 		$10.5K Hold
35
– – ﹤0.01% 202
2025
Q2 		$11K Hold
35
– – 0.01% 185
2025
Q1 		$6.95K Hold
35
– – ﹤0.01% 210
2024
Q4 		$6.31K Buy
+35
New +$6.78K ﹤0.01% 155

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Financial Services's ZS Position: Q1 2026 in Review

Compass Financial Services sold out of Zscaler (ZS) in Q1 2026, closing a stake of 35 shares — an estimated $7.87K sold.

Compass Financial Services first reported a position in ZS in Q4 2024 and held it in 5 quarters. The position peaked at $11K in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Compass Financial Services reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 35 Zscaler shares in Q1 2026, an estimated $7.87K.
  • Compass Financial Services first reported a position in Zscaler in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Zscaler position peaked at $11K in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.