Guerra Pan Advisors’s Zscaler ZS Stock Holding History

Guerra Pan 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 Q1	$679K	Sell	4,837 -162	-3%	-$28.7K	0.42%	55
2025 Q4	$1.12M	Sell	4,999 -2	-0%	-$565	0.67%	36
2025 Q3	$1.5M	Sell	5,001 -37	-0.7%	-$10.5K	0.91%	30
2025 Q2	$1.58M	Sell	5,038 -75	-1%	-$18.7K	1.04%	28
2025 Q1	$1.01M	Sell	5,113 -10	-0.2%	-$1.99K	0.8%	34
2024 Q4	$924K	Hold	5,123	–	–	0.67%	39
2024 Q3	$876K	Sell	5,123 -174	-3%	-$31.8K	0.7%	40
2024 Q2	$1.02M	Sell	5,297 -31	-0.6%	-$5.52K	0.85%	33
2024 Q1	$1.03M	Sell	5,328 -378	-7%	-$84.6K	0.95%	32
2023 Q4	$1.26M	Sell	5,706 -328	-5%	-$60.7K	1.21%	26
2023 Q3	$939K	Buy	6,034 +41	+0.7%	+$6.15K	1.08%	31
2023 Q2	$877K	Buy	5,993 +219	+4%	+$26.7K	0.97%	31
2023 Q1	$675K	Sell	5,774 -19	-0.3%	-$2.28K	0.85%	39
2022 Q4	$648K	Hold	5,793	–	–	0.89%	40
2022 Q3	$985K	Hold	5,793	–	–	1.44%	20
2022 Q2	$898K	Hold	5,793	–	–	1.11%	31
2022 Q1	$1.19M	Sell	5,793 -72	-1%	-$17.7K	1.43%	23
2021 Q4	$1.89M	Buy	+5,865	New	+$1.85M	1.87%	13

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guerra Pan Advisors's ZS Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Zscaler (ZS) stake by 3.2% in Q1 2026, selling an estimated $28.7K and leaving 4,837 shares worth $679K. The position accounts for 0.42% of the portfolio, ranked #55.

Guerra Pan Advisors first reported a position in ZS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.89M in Q4 2021. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Guerra Pan Advisors held 4,837 shares of Zscaler worth $679K as of Q1 2026.
Guerra Pan Advisors sold 162 Zscaler shares in Q1 2026, an estimated $28.7K.
Zscaler made up 0.42% of Guerra Pan Advisors's portfolio in Q1 2026, its #55 holding.
Guerra Pan Advisors first reported a position in Zscaler in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Zscaler position peaked at $1.89M in Q4 2021.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.