Golden State Wealth Management’s Zscaler ZS Stock Holding History

Golden State Wealth 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 Q2	–	Sell	-13	Closed	-$1.82K	–	1715
2026 Q1	$1.82K	Hold	13	–	–	﹤0.01%	1361
2025 Q4	$2.92K	Buy	13 +10	+333%	+$2.82K	﹤0.01%	1324
2025 Q3	$899	Hold	3	–	–	﹤0.01%	1518
2025 Q2	$942	Sell	3 -25	-89%	-$6.23K	﹤0.01%	1440
2025 Q1	$5.56K	Hold	28	–	–	﹤0.01%	1150
2024 Q4	$5.05K	Buy	+28	New	+$5.42K	﹤0.01%	1118
2020 Q2	–	Sell	-160	Closed	-$10K	–	955
2020 Q1	$10K	Buy	+160	New	+$8.81K	﹤0.01%	632
2019 Q4	–	Sell	-160	Closed	-$8K	–	1007
2019 Q3	$8K	Hold	160	–	–	﹤0.01%	796
2019 Q2	$12K	Sell	160 -160	-50%	-$11.4K	﹤0.01%	719
2019 Q1	$23K	Buy	+320	New	+$17K	0.01%	598

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

Golden State Wealth Management's ZS Position: Q2 2026 in Review

Golden State Wealth Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 13 shares — an estimated $1.82K sold.

Golden State Wealth Management first reported a position in ZS in Q1 2019 and held it in 10 quarters. The position peaked at $23K in Q1 2019. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Golden State Wealth Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 13 Zscaler shares in Q2 2026, an estimated $1.82K.
Golden State Wealth Management first reported a position in Zscaler in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Zscaler position peaked at $23K in Q1 2019.
742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.