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Forum Financial Management’s Zscaler ZS Stock Holding History

Forum Financial Management’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
-1,150
Closed -$259K – 1010
2025
Q4 		$259K Sell
1,150
-18
-2% -$5.08K ﹤0.01% 828
2025
Q3 		$350K Hold
1,168
– – ﹤0.01% 654
2025
Q2 		$367K Buy
1,168
+112
+11% +$27.9K 0.01% 549
2025
Q1 		$210K Buy
+1,056
New +$210K ﹤0.01% 790

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

Forum Financial Management's ZS Position: Q1 2026 in Review

Forum Financial Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,150 shares — an estimated $259K sold.

Forum Financial Management first reported a position in ZS in Q1 2025 and held it in 4 quarters. The position peaked at $367K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Forum Financial Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,150 Zscaler shares in Q1 2026, an estimated $259K.
  • Forum Financial Management first reported a position in Zscaler in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Zscaler position peaked at $367K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.