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Dynamic Advisor Solutions’s Zscaler ZS Stock Holding History

Dynamic Advisor Solutions’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
-6,156
Closed -$1.38M – 999
2025
Q4 		$1.38M Sell
6,156
-1,516
-20% -$428K 0.04% 387
2025
Q3 		$2.3M Sell
7,672
-491
-6% -$140K 0.07% 295
2025
Q2 		$2.56M Buy
8,163
+176
+2% +$43.9K 0.08% 253
2025
Q1 		$1.58M Buy
+7,987
New +$1.59M 0.05% 327
2024
Q4 		– Sell
-8,423
Closed -$1.44M – 949
2024
Q3 		$1.44M Buy
8,423
+2,260
+37% +$413K 0.04% 365
2024
Q2 		$1.18M Buy
6,163
+1,646
+36% +$293K 0.04% 420
2024
Q1 		$870K Buy
4,517
+3,047
+207% +$682K 0.03% 471
2023
Q4 		$308K Buy
1,470
+1
+0.1% +$185 0.01% 706
2023
Q3 		$229K Buy
+1,469
New +$220K 0.01% 745
2023
Q2 		– Sell
-2,204
Closed -$257K – 855
2023
Q1 		$257K Buy
+2,204
New +$264K 0.02% 633
2022
Q4 		– Sell
-1,510
Closed -$248K – 761
2022
Q3 		$248K Buy
1,510
+34
+2% +$5.56K 0.02% 570
2022
Q2 		$221K Buy
1,476
+117
+9% +$20.7K 0.02% 623
2022
Q1 		$328K Buy
+1,359
New +$334K 0.02% 539

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Advisor Solutions's ZS Position: Q1 2026 in Review

Dynamic Advisor Solutions sold out of Zscaler (ZS) in Q1 2026, closing a stake of 6,156 shares — an estimated $1.38M sold.

Dynamic Advisor Solutions first reported a position in ZS in Q1 2022 and held it in 13 quarters. The position peaked at $2.56M in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Dynamic Advisor Solutions reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,156 Zscaler shares in Q1 2026, an estimated $1.38M.
  • Dynamic Advisor Solutions first reported a position in Zscaler in Q1 2022 and held it in 13 quarters.
  • Dynamic Advisor Solutions's Zscaler position peaked at $2.56M in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2026, filed 8 Apr 2026.