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Cornerstone Financial Management’s Zscaler ZS Stock Holding History

Cornerstone Financial Management’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 		$11K Buy
78
+37
+90% +$5.16K 0.01% 443
2026
Q1 		$5.75K Buy
41
+7
+21% +$1.24K 0.01% 442
2025
Q4 		$7.65K Buy
+34
New +$9.6K 0.01% 340

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

Cornerstone Financial Management's ZS Position: Q2 2026 in Review

Cornerstone Financial Management increased its Zscaler (ZS) stake by 90% in Q2 2026, buying an estimated $5.16K and bringing the position to 78 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #443.

Cornerstone Financial Management first reported a position in ZS in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cornerstone Financial Management held 78 shares of Zscaler worth $11K as of Q2 2026.
  • Cornerstone Financial Management bought 37 Zscaler shares in Q2 2026, an estimated $5.16K.
  • Zscaler made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #443 holding.
  • Cornerstone Financial Management first reported a position in Zscaler in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.