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Cornerstone Wealth Management’s Zscaler ZS Stock Holding History

Cornerstone Wealth 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 		$272K Sell
1,928
-75
-4% -$10.5K 0.01% 634
2026
Q1 		$281K Buy
+2,003
New +$355K 0.01% 593
2022
Q1 		– Sell
-714
Closed -$230K – 529
2021
Q4 		$230K Buy
+714
New +$225K 0.02% 455

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 Wealth Management's ZS Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Zscaler (ZS) stake by 3.7% in Q2 2026, selling an estimated $10.5K and leaving 1,928 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #634.

Cornerstone Wealth Management first reported a position in ZS in Q4 2021 and has held it in 3 quarters since. The position peaked at $281K in Q1 2026. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Cornerstone Wealth Management held 1,928 shares of Zscaler worth $272K as of Q2 2026.
  • Cornerstone Wealth Management sold 75 Zscaler shares in Q2 2026, an estimated $10.5K.
  • Zscaler made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #634 holding.
  • Cornerstone Wealth Management first reported a position in Zscaler in Q4 2021 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's Zscaler position peaked at $281K in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.