Elevation Wealth Partners
ZS icon

Elevation Wealth Partners’s Zscaler ZS Stock Holding History

Elevation Wealth Partners’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
Q3 		$30.5K Buy
153
+70
+84% +$11.9K 0.01% 535
2026
Q2 		$11.7K Buy
83
+80
+2,667% +$11.2K ﹤0.01% 765
2026
Q1 		$421 Buy
3
+2
+200% +$355 ﹤0.01% 1051
2025
Q4 		$225 Buy
+1
New +$282 ﹤0.01% 937

Other funds holding ZS

Pictet Asset Management
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Elevation Wealth Partners's ZS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Zscaler (ZS) stake by 84% in Q3 2026, buying an estimated $11.9K and bringing the position to 153 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #535.

Elevation Wealth Partners first reported a position in ZS in Q4 2025 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Elevation Wealth Partners held 153 shares of Zscaler worth $30.5K as of Q3 2026.
  • Elevation Wealth Partners bought 70 Zscaler shares in Q3 2026, an estimated $11.9K.
  • Zscaler made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #535 holding.
  • Elevation Wealth Partners first reported a position in Zscaler in Q4 2025 and has held it in 4 quarters since.
  • 358 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.