Evolve Private Wealth’s Zscaler ZS Stock Holding History

Evolve Private 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 Q2	–	Sell	-1,570	Closed	-$220K	–	1258
2026 Q1	$220K	Sell	1,570 -707	-31%	-$125K	0.01%	904
2025 Q4	$512K	Buy	+2,277	New	+$643K	0.03%	524

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evolve Private Wealth's ZS Position: Q2 2026 in Review

Evolve Private Wealth sold out of Zscaler (ZS) in Q2 2026, closing a stake of 1,570 shares — an estimated $220K sold.

Evolve Private Wealth first reported a position in ZS in Q4 2025 and held it in 2 quarters. The position peaked at $512K in Q4 2025. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Evolve Private Wealth reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 1,570 Zscaler shares in Q2 2026, an estimated $220K.
Evolve Private Wealth first reported a position in Zscaler in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Zscaler position peaked at $512K in Q4 2025.
742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.