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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
Q2 		$238K Buy
+1,684
New +$235K 0.03% 415
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 $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

Ellevest Inc's ZS Position: Q2 2026 in Review

Ellevest Inc opened a new position in Zscaler (ZS) in Q2 2026: 1,684 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in ZS as recently as Q4 2025.

Ellevest Inc first reported a position in ZS in Q3 2022 and has held it in 5 quarters since. The position peaked at $313K in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Ellevest Inc held 1,684 shares of Zscaler worth $238K as of Q2 2026.
  • Zscaler was a new Ellevest Inc position in Q2 2026.
  • Zscaler made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #415 holding.
  • Ellevest Inc first reported a position in Zscaler in Q3 2022 and has held it in 5 quarters since.
  • Ellevest Inc's Zscaler position peaked at $313K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.