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Cornerstone Planning Group’s Zscaler ZS Stock Holding History

Cornerstone Planning Group’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 		$3.41K Buy
24
+5
+26% +$697 ﹤0.01% 1189
2026
Q1 		$2.69K Buy
19
+11
+138% +$1.95K ﹤0.01% 1236
2025
Q4 		$1.71K Buy
+8
New +$2.26K ﹤0.01% 1222
2025
Q3 		– Sell
-10
Closed -$2.82K – 1774
2025
Q2 		$2.82K Buy
10
+1
+11% +$249 ﹤0.01% 862
2025
Q1 		$1.8K Buy
9
+7
+350% +$1.4K ﹤0.01% 1007
2024
Q4 		$382 Buy
+2
New +$387 ﹤0.01% 1214

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Cornerstone Planning Group's ZS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Zscaler (ZS) stake by 26% in Q2 2026, buying an estimated $697 and bringing the position to 24 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Cornerstone Planning Group first reported a position in ZS in Q4 2024 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cornerstone Planning Group held 24 shares of Zscaler worth $3.41K as of Q2 2026.
  • Cornerstone Planning Group bought 5 Zscaler shares in Q2 2026, an estimated $697.
  • Zscaler made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1189 holding.
  • Cornerstone Planning Group first reported a position in Zscaler in Q4 2024 and has held it in 6 quarters since.
  • 394 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.