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Crewe Advisors’s Zscaler ZS Stock Holding History

Crewe Advisors’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 		$17.6K Buy
125
+78
+166% +$10.9K ﹤0.01% 639
2026
Q1 		$6.59K Buy
47
+38
+422% +$6.74K ﹤0.01% 724
2025
Q4 		$2.02K Hold
9
– – ﹤0.01% 880
2025
Q3 		$2.7K Buy
+9
New +$2.57K ﹤0.01% 806
2023
Q2 		– Sell
-29
Closed -$3.39K – 1024
2023
Q1 		$3.39K Sell
29
-11
-28% -$1.32K ﹤0.01% 679
2022
Q4 		$4.48K Sell
40
-35
-47% -$4.75K ﹤0.01% 693
2022
Q3 		$12K Buy
75
+15
+25% +$2.45K ﹤0.01% 623
2022
Q2 		$9K Buy
+60
New +$10.6K ﹤0.01% 640

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

Crewe Advisors's ZS Position: Q2 2026 in Review

Crewe Advisors increased its Zscaler (ZS) stake by 166% in Q2 2026, buying an estimated $10.9K and bringing the position to 125 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Crewe Advisors first reported a position in ZS in Q2 2022 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Crewe Advisors held 125 shares of Zscaler worth $17.6K as of Q2 2026.
  • Crewe Advisors bought 78 Zscaler shares in Q2 2026, an estimated $10.9K.
  • Zscaler made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #639 holding.
  • Crewe Advisors first reported a position in Zscaler in Q2 2022 and has held it in 8 quarters since.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.