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EverSource Wealth Advisors’s Zscaler ZS Stock Holding History

EverSource Wealth Advisors’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 		$143K Sell
1,011
-199
-16% -$27.7K ﹤0.01% 1194
2026
Q1 		$170K Sell
1,210
-630
-34% -$112K 0.01% 1140
2025
Q4 		$414K Sell
1,840
-365
-17% -$103K 0.02% 610
2025
Q3 		$661K Buy
2,205
+807
+58% +$230K 0.03% 417
2025
Q2 		$439K Buy
1,398
+711
+103% +$177K 0.02% 511
2025
Q1 		$136K Buy
687
+252
+58% +$50.2K 0.01% 794
2024
Q4 		$78.5K Sell
435
-405
-48% -$78.4K ﹤0.01% 992
2024
Q3 		$144K Buy
840
+8
+1% +$1.46K 0.01% 668
2024
Q2 		$149K Buy
832
+66
+9% +$11.7K 0.01% 661
2024
Q1 		$132K Buy
766
+52
+7% +$11.6K 0.01% 617
2023
Q4 		$158K Hold
714
– – 0.01% 497
2023
Q3 		$111K Sell
714
-138
-16% -$20.7K 0.01% 539
2023
Q2 		$125K Sell
852
-14
-2% -$1.71K 0.01% 505
2023
Q1 		$101K Buy
866
+217
+33% +$26K 0.01% 546
2022
Q4 		$72.6K Buy
+649
New +$88.2K 0.01% 617
2022
Q1 		– Sell
-250
Closed -$80K – 1873
2021
Q4 		$80K Buy
+250
New +$78.7K 0.02% 340

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

EverSource Wealth Advisors's ZS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zscaler (ZS) stake by 16% in Q2 2026, selling an estimated $27.7K and leaving 1,011 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

EverSource Wealth Advisors first reported a position in ZS in Q4 2021 and has held it in 16 quarters since. The position peaked at $661K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • EverSource Wealth Advisors held 1,011 shares of Zscaler worth $143K as of Q2 2026.
  • EverSource Wealth Advisors sold 199 Zscaler shares in Q2 2026, an estimated $27.7K.
  • Zscaler made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1194 holding.
  • EverSource Wealth Advisors first reported a position in Zscaler in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Zscaler position peaked at $661K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.