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Ellevest Inc’s Zscaler ZS Stock Holding History

Ellevest Inc’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
-1,015
Closed -$228K – 465
2025
Q4 		$228K Sell
1,015
-30
-3% -$8.47K 0.03% 383
2025
Q3 		$313K Buy
+1,045
New +$298K 0.04% 317
2023
Q2 		– Sell
-71
Closed -$8.29K – 1683
2023
Q1 		$8.29K Buy
+71
New +$8.52K ﹤0.01% 1078
2022
Q4 		– Sell
-226
Closed -$37K – 1977
2022
Q3 		$37K Buy
+226
New +$37K ﹤0.01% 667

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

Ellevest Inc's ZS Position: Q1 2026 in Review

Ellevest Inc sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,015 shares — an estimated $228K sold.

Ellevest Inc first reported a position in ZS in Q3 2022 and held it in 4 quarters. The position peaked at $313K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Ellevest Inc reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 1,015 Zscaler shares in Q1 2026, an estimated $228K.
  • Ellevest Inc first reported a position in Zscaler in Q3 2022 and held it in 4 quarters.
  • Ellevest Inc's Zscaler position peaked at $313K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.