EFS
ZS icon

Essex Financial Services’s Zscaler ZS Stock Holding History

Essex Financial Services’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 		$519K Buy
+3,680
New +$513K 0.03% 475
2026
Q1 		– Sell
-1,498
Closed -$337K – 839
2025
Q4 		$337K Sell
1,498
-34
-2% -$9.6K 0.02% 566
2025
Q3 		$459K Buy
1,532
+214
+16% +$61K 0.03% 442
2025
Q2 		$414K Sell
1,318
-616
-32% -$154K 0.03% 449
2025
Q1 		$384K Sell
1,934
-104
-5% -$20.7K 0.03% 436
2024
Q4 		$368K Buy
2,038
+284
+16% +$55K 0.03% 441
2024
Q3 		$327K Buy
1,754
+12
+0.7% +$2.19K 0.02% 467
2024
Q2 		$299K Buy
1,742
+106
+6% +$18.9K 0.02% 477
2024
Q1 		$315K Buy
1,636
+38
+2% +$8.5K 0.03% 407
2023
Q4 		$354K Buy
+1,598
New +$296K 0.04% 365

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Essex Financial Services's ZS Position: Q2 2026 in Review

Essex Financial Services opened a new position in Zscaler (ZS) in Q2 2026: 3,680 shares worth $519K. The stake represents 0.03% of the portfolio and ranks #475 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in ZS as recently as Q4 2025.

Essex Financial Services first reported a position in ZS in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Essex Financial Services held 3,680 shares of Zscaler worth $519K as of Q2 2026.
  • Zscaler was a new Essex Financial Services position in Q2 2026.
  • Zscaler made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #475 holding.
  • Essex Financial Services first reported a position in Zscaler in Q4 2023 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.