DWM
ZS icon

Dogwood Wealth Management’s Zscaler ZS Stock Holding History

Dogwood 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
Q1 		– Sell
-4
Closed -$900 – 922
2025
Q4 		$900 Sell
4
-13
-76% -$3.67K ﹤0.01% 632
2025
Q3 		$5.09K Buy
17
+3
+21% +$855 ﹤0.01% 393
2025
Q2 		$4.37K Buy
+14
New +$3.49K ﹤0.01% 475
2024
Q3 		– Hold
0
– – – 527
2024
Q2 		– Hold
0
– – – 555
2024
Q1 		– Hold
0
– – – 559
2023
Q4 		– Hold
0
– – – 520

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's ZS Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 4 shares — an estimated $900 sold.

Dogwood Wealth Management first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $5.09K in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 4 Zscaler shares in Q1 2026, an estimated $900.
  • Dogwood Wealth Management first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's Zscaler position peaked at $5.09K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.