FCH
ZS icon

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
2018
Q4 		– Sell
-200
Closed -$8.16M – 459
2018
Q3 		$8.16M Buy
+200
New +$8.08K 0.05% 64

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Capital Holdings's ZS Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Zscaler (ZS) stake by 26% in Q1 2026, selling an estimated $99K and leaving 1,609 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #497.

Freestone Capital Holdings first reported a position in ZS in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2023. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Freestone Capital Holdings held 1,609 shares of Zscaler worth $226K as of Q1 2026.
  • Freestone Capital Holdings sold 558 Zscaler shares in Q1 2026, an estimated $99K.
  • Zscaler made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #497 holding.
  • Freestone Capital Holdings first reported a position in Zscaler in Q3 2020 and has held it in 14 quarters since.
  • Freestone Capital Holdings's Zscaler position peaked at $1.46M in Q4 2023.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.