FIA
ZS icon

Foundations Investment Advisors’s Zscaler ZS Stock Holding History

Foundations Investment 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 		$691K Sell
4,897
-1,893
-28% -$264K 0.01% 675
2026
Q1 		$953K Sell
6,790
-2,267
-25% -$402K 0.01% 533
2025
Q4 		$2.04M Buy
9,057
+1,226
+16% +$346K 0.03% 343
2025
Q3 		$2.35M Buy
7,831
+112
+1% +$31.9K 0.03% 301
2025
Q2 		$2.42M Buy
7,719
+1,132
+17% +$282K 0.04% 287
2025
Q1 		$1.31M Buy
6,587
+311
+5% +$62K 0.02% 356
2024
Q4 		$1.13M Sell
6,276
-390
-6% -$75.5K 0.02% 380
2024
Q3 		$1.14M Sell
6,666
-3,600
-35% -$657K 0.02% 341
2024
Q2 		$1.97M Buy
10,266
+1,300
+14% +$231K 0.05% 236
2024
Q1 		$1.73M Sell
8,966
-1,202
-12% -$269K 0.05% 247
2023
Q4 		$2.42M Buy
10,168
+4,191
+70% +$776K 0.07% 210
2023
Q3 		$930K Sell
5,977
-211
-3% -$31.6K 0.03% 291
2023
Q2 		$905K Buy
6,188
+531
+9% +$64.8K 0.03% 280
2023
Q1 		$661K Sell
5,657
-121
-2% -$14.5K 0.02% 286
2022
Q4 		$647K Sell
5,778
-109
-2% -$14.8K 0.03% 245
2022
Q3 		$968K Buy
5,887
+520
+10% +$85.1K 0.04% 175
2022
Q2 		$879K Buy
+5,367
New +$949K 0.04% 167

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

Foundations Investment Advisors's ZS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Zscaler (ZS) stake by 28% in Q2 2026, selling an estimated $264K and leaving 4,897 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #675.

Foundations Investment Advisors first reported a position in ZS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.42M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Foundations Investment Advisors held 4,897 shares of Zscaler worth $691K as of Q2 2026.
  • Foundations Investment Advisors sold 1,893 Zscaler shares in Q2 2026, an estimated $264K.
  • Zscaler made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #675 holding.
  • Foundations Investment Advisors first reported a position in Zscaler in Q2 2022 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Zscaler position peaked at $2.42M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.