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Corient IA’s Zscaler ZS Stock Holding History

Corient IA’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 		$60.7K Sell
430
-200
-32% -$27.9K 0.06% 241
2026
Q1 		$88.4K Buy
+630
New +$112K 0.08% 262
2025
Q4 		– Sell
-700
Closed -$210K – 237
2025
Q3 		$210K Hold
700
– – 0.16% 229
2025
Q2 		$220K Buy
+700
New +$175K 0.13% 279

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

Corient IA's ZS Position: Q2 2026 in Review

Corient IA reduced its Zscaler (ZS) stake by 32% in Q2 2026, selling an estimated $27.9K and leaving 430 shares worth $60.7K. The position accounts for 0.06% of the portfolio, ranked #241.

Corient IA first reported a position in ZS in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q2 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Corient IA held 430 shares of Zscaler worth $60.7K as of Q2 2026.
  • Corient IA sold 200 Zscaler shares in Q2 2026, an estimated $27.9K.
  • Zscaler made up 0.06% of Corient IA's portfolio in Q2 2026, its #241 holding.
  • Corient IA first reported a position in Zscaler in Q2 2025 and has held it in 4 quarters since.
  • Corient IA's Zscaler position peaked at $220K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.