FCH
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Freestone Capital Holdings’s Zscaler ZS Stock Holding History

Freestone Capital Holdings’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 		$586K Buy
4,151
+2,542
+158% +$354K 0.02% 355
2026
Q1 		$226K Sell
1,609
-558
-26% -$99K 0.01% 497
2025
Q4 		$487K Sell
2,167
-56
-3% -$15.8K 0.01% 345
2025
Q3 		$666K Sell
2,223
-433
-16% -$123K 0.02% 292
2025
Q2 		$834K Buy
2,656
+521
+24% +$130K 0.03% 238
2025
Q1 		$424K Sell
2,135
-15
-0.7% -$2.99K 0.02% 306
2024
Q4 		$388K Buy
2,150
+250
+13% +$48.4K 0.01% 315
2024
Q3 		$325K Hold
1,900
– – 0.01% 344
2024
Q2 		$365K Hold
1,900
– – 0.01% 354
2024
Q1 		$366K Sell
1,900
-4,690
-71% -$1.05M 0.01% 347
2023
Q4 		$1.46M Buy
6,590
+4,390
+200% +$813K 0.07% 175
2023
Q3 		$342K Hold
2,200
– – 0.02% 285
2023
Q2 		$322K Buy
+2,200
New +$269K 0.01% 300
2021
Q1 		– Sell
-135
Closed -$27K – 1163
2020
Q4 		$27K Hold
135
– – ﹤0.01% 686
2020
Q3 		$19K Buy
+135
New +$17.5K ﹤0.01% 656

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

Freestone Capital Holdings's ZS Position: Q2 2026 in Review

Freestone Capital Holdings increased its Zscaler (ZS) stake by 158% in Q2 2026, buying an estimated $354K and bringing the position to 4,151 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #355.

Freestone Capital Holdings first reported a position in ZS in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2023. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Freestone Capital Holdings held 4,151 shares of Zscaler worth $586K as of Q2 2026.
  • Freestone Capital Holdings bought 2,542 Zscaler shares in Q2 2026, an estimated $354K.
  • Zscaler made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #355 holding.
  • Freestone Capital Holdings first reported a position in Zscaler in Q3 2020 and has held it in 15 quarters since.
  • Freestone Capital Holdings's Zscaler position peaked at $1.46M in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.