Greenline Wealth Management’s Zscaler ZS Stock Holding History

Greenline 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 Q1	–	Sell	-13	Closed	-$2.9K	–	528
2025 Q4	$2.9K	Buy	+13	New	+$3.67K	﹤0.01%	438

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenline Wealth Management's ZS Position: Q1 2026 in Review

Greenline Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 13 shares — an estimated $2.9K sold.

Greenline Wealth Management first reported a position in ZS in Q4 2025 and held it in 1 quarter. The position peaked at $2.9K in Q4 2025. 750 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Greenline Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 13 Zscaler shares in Q1 2026, an estimated $2.9K.
Greenline Wealth Management first reported a position in Zscaler in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's Zscaler position peaked at $2.9K in Q4 2025.
750 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.