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
2020 Q4	–	Sell	-1,000	Closed	-$1K	–	2480
2020 Q3	$1K	Buy	+1,000	New	+$130K	﹤0.01%	2137

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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.