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Evoke Wealth’s Zscaler ZS Stock Holding History

Evoke Wealth’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
-955
Closed -$215K – 769
2025
Q4 		$215K Sell
955
-762
-44% -$215K ﹤0.01% 613
2025
Q3 		$515K Sell
1,717
-211
-11% -$60.2K 0.01% 352
2025
Q2 		$605K Buy
1,928
+393
+26% +$98K 0.01% 308
2025
Q1 		$305K Buy
1,535
+312
+26% +$62.2K 0.01% 347
2024
Q4 		$221K Buy
+1,223
New +$237K 0.01% 400
2022
Q4 		– Sell
-405
Closed -$67K – 1171
2022
Q3 		$67K Hold
405
– – ﹤0.01% 477
2022
Q2 		$61K Hold
405
– – ﹤0.01% 487
2022
Q1 		$98K Hold
405
– – ﹤0.01% 440
2021
Q4 		$130K Buy
+405
New +$128K ﹤0.01% 414
2020
Q1 		– Sell
-2,490
Closed -$116K – 1370
2019
Q4 		$116K Hold
2,490
– – 0.01% 306
2019
Q3 		$118K Buy
+2,490
New +$179K 0.01% 339

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's ZS Position: Q1 2026 in Review

Evoke Wealth sold out of Zscaler (ZS) in Q1 2026, closing a stake of 955 shares — an estimated $215K sold.

Evoke Wealth first reported a position in ZS in Q3 2019 and held it in 11 quarters. The position peaked at $605K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Evoke Wealth reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 955 Zscaler shares in Q1 2026, an estimated $215K.
  • Evoke Wealth first reported a position in Zscaler in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's Zscaler position peaked at $605K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.