DWM
ZS icon

Diversify Wealth Management’s Zscaler ZS Stock Holding History

Diversify 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 		$410K Buy
2,783
+20
+0.7% +$2.79K 0.01% 934
2026
Q1 		$372K Buy
+2,763
New +$490K 0.01% 898
2024
Q3 		– Sell
-15,216
Closed -$2.51M – 502
2024
Q2 		$2.51M Buy
+15,216
New +$2.71M 0.31% 79

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

Diversify Wealth Management's ZS Position: Q2 2026 in Review

Diversify Wealth Management increased its Zscaler (ZS) stake by 0.72% in Q2 2026, buying an estimated $2.79K and bringing the position to 2,783 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #934.

Diversify Wealth Management first reported a position in ZS in Q2 2024 and has held it in 3 quarters since. The position peaked at $2.51M in Q2 2024. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Diversify Wealth Management held 2,783 shares of Zscaler worth $410K as of Q2 2026.
  • Diversify Wealth Management bought 20 Zscaler shares in Q2 2026, an estimated $2.79K.
  • Zscaler made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #934 holding.
  • Diversify Wealth Management first reported a position in Zscaler in Q2 2024 and has held it in 3 quarters since.
  • Diversify Wealth Management's Zscaler position peaked at $2.51M in Q2 2024.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.