Corient Private Wealth
ZS icon

Corient Private Wealth’s Zscaler ZS Stock Holding History

Corient Private Wealth’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 		$4.4M Sell
31,520
-53,733
-63% -$9.53M 0.01% 902
2025
Q4 		$14.1M Buy
85,253
+53,571
+169% +$15.1M 0.01% 659
2025
Q3 		$9.49M Sell
31,682
-33
-0.1% -$9.41K 0.02% 532
2025
Q2 		$9.96M Buy
31,715
+672
+2% +$168K 0.01% 529
2025
Q1 		$6.16M Buy
31,043
+12,052
+63% +$2.4M 0.01% 633
2024
Q4 		$3.43M Buy
18,991
+1,429
+8% +$277K 0.01% 813
2024
Q3 		$3M Buy
17,562
+1,619
+10% +$296K ﹤0.01% 927
2024
Q2 		$3.06M Buy
15,943
+1,293
+9% +$230K 0.01% 858
2024
Q1 		$2.82M Buy
14,650
+5,527
+61% +$1.24M 0.01% 878
2023
Q4 		$2.02M Buy
9,123
+1,928
+27% +$357K ﹤0.01% 997
2023
Q3 		$1.12M Buy
7,195
+4,208
+141% +$631K ﹤0.01% 1149
2023
Q2 		$437K Sell
2,987
-6,807
-70% -$831K ﹤0.01% 1518
2023
Q1 		$1.14M Sell
9,794
-613
-6% -$73.5K ﹤0.01% 1034
2022
Q4 		$1.22M Buy
+10,407
New +$1.41M ﹤0.01% 853

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

Corient Private Wealth's ZS Position: Q1 2026 in Review

Corient Private Wealth reduced its Zscaler (ZS) stake by 63% in Q1 2026, selling an estimated $9.53M and leaving 31,520 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #902.

Corient Private Wealth first reported a position in ZS in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Corient Private Wealth held 31,520 shares of Zscaler worth $4.4M as of Q1 2026.
  • Corient Private Wealth sold 53,733 Zscaler shares in Q1 2026, an estimated $9.53M.
  • Zscaler made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #902 holding.
  • Corient Private Wealth first reported a position in Zscaler in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Zscaler position peaked at $14.1M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.