CFO
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CVA Family Office’s Zscaler ZS Stock Holding History

CVA Family Office’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 		$16.7K Sell
118
-6
-5% -$837 ﹤0.01% 870
2026
Q1 		$17.4K Buy
124
+17
+16% +$3.02K ﹤0.01% 840
2025
Q4 		$24.1K Sell
107
-4
-4% -$1.13K ﹤0.01% 662
2025
Q3 		$33.3K Hold
111
– – ﹤0.01% 610
2025
Q2 		$34.8K Sell
111
-41
-27% -$10.2K ﹤0.01% 594
2025
Q1 		$30.2K Buy
152
+83
+120% +$16.5K ﹤0.01% 610
2024
Q4 		$12.4K Buy
69
+6
+10% +$1.16K ﹤0.01% 757
2024
Q3 		$10.8K Buy
63
+10
+19% +$1.83K ﹤0.01% 749
2024
Q2 		$10.2K Buy
53
+3
+6% +$534 ﹤0.01% 741
2024
Q1 		$9.63K Hold
50
– – ﹤0.01% 747
2023
Q4 		$11.1K Buy
+50
New +$9.26K ﹤0.01% 711
2023
Q2 		– Sell
-5
Closed -$584 – 1081
2023
Q1 		$584 Hold
5
– – ﹤0.01% 931
2022
Q4 		$560 Sell
5
-5
-50% -$679 ﹤0.01% 893
2022
Q3 		$2K Hold
10
– – ﹤0.01% 823
2022
Q2 		$1K Sell
10
-25
-71% -$4.42K ﹤0.01% 892
2022
Q1 		$8K Buy
35
+5
+17% +$1.23K ﹤0.01% 717
2021
Q4 		$10K Buy
+30
New +$9.45K ﹤0.01% 660
2021
Q3 		– Sell
-30
Closed -$6K – 913
2021
Q2 		$6K Buy
+30
New +$5.7K ﹤0.01% 750

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

CVA Family Office's ZS Position: Q2 2026 in Review

CVA Family Office reduced its Zscaler (ZS) stake by 4.8% in Q2 2026, selling an estimated $837 and leaving 118 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

CVA Family Office first reported a position in ZS in Q2 2021 and has held it in 18 quarters since. The position peaked at $34.8K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • CVA Family Office held 118 shares of Zscaler worth $16.7K as of Q2 2026.
  • CVA Family Office sold 6 Zscaler shares in Q2 2026, an estimated $837.
  • Zscaler made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #870 holding.
  • CVA Family Office first reported a position in Zscaler in Q2 2021 and has held it in 18 quarters since.
  • CVA Family Office's Zscaler position peaked at $34.8K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.