Creative Planning
ZS icon

Creative Planning’s Zscaler ZS Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-1,600
Closed -$88K – 2631
2021
Q1 		$88K Buy
1,600
+400
+33% +$79.5K ﹤0.01% 2268
2020
Q4 		$128K Sell
1,200
-200
-14% -$31.8K ﹤0.01% 1994
2020
Q3 		$64K Buy
1,400
+200
+17% +$26K ﹤0.01% 1882
2020
Q2 		$39K Hold
1,200
– – ﹤0.01% 1781
2020
Q1 		$5K Buy
+1,200
New +$66.1K ﹤0.01% 1801
2019
Q3 		– Sell
-1,000
Closed -$19K – 2121
2019
Q2 		$19K Buy
+1,000
New +$71.2K ﹤0.01% 1895

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

Creative Planning's ZS Position: Q2 2026 in Review

Creative Planning increased its Zscaler (ZS) stake by 102% in Q2 2026, buying an estimated $22.9M and bringing the position to 324,922 shares worth $45.9M. The position accounts for 0.03% of the portfolio, ranked #258.

Creative Planning first reported a position in ZS in Q2 2019 and has held it in 28 quarters since. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Creative Planning held 324,922 shares of Zscaler worth $45.9M as of Q2 2026.
  • Creative Planning bought 164,375 Zscaler shares in Q2 2026, an estimated $22.9M.
  • Zscaler made up 0.03% of Creative Planning's portfolio in Q2 2026, its #258 holding.
  • Creative Planning first reported a position in Zscaler in Q2 2019 and has held it in 28 quarters since.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.