GuoLine Advisory’s Zscaler ZS Stock Holding History

GuoLine Advisory’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 Q3	$38.1M	Hold	191,060	–	–	3.28%	12
2026 Q2	$27M	Hold	191,060	–	–	2.51%	17
2026 Q1	$26.8M	Hold	191,060	–	–	2.81%	15
2025 Q4	$43M	Hold	191,060	–	–	3.95%	9
2025 Q3	$57.3M	Hold	191,060	–	–	5.7%	5
2025 Q2	$60M	Hold	191,060	–	–	6.36%	5
2025 Q1	$37.9M	Hold	191,060	–	–	4.01%	11
2024 Q4	$34.5M	Hold	191,060	–	–	3.56%	11
2024 Q3	$32.7M	Buy	+191,060	New	+$34.9M	3.33%	17

Other funds holding ZS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

GuoLine Advisory's ZS Position: Q3 2026 in Review

GuoLine Advisory held its Zscaler (ZS) position steady in Q3 2026 at 191,060 shares worth $38.1M. The position accounts for 3.28% of the portfolio, ranked #12.

GuoLine Advisory first reported a position in ZS in Q3 2024 and has held it in 9 quarters since. The position peaked at $60M in Q2 2025. 295 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

GuoLine Advisory held 191,060 shares of Zscaler worth $38.1M as of Q3 2026.
GuoLine Advisory left its Zscaler share count unchanged in Q3 2026.
Zscaler made up 3.28% of GuoLine Advisory's portfolio in Q3 2026, its #12 holding.
GuoLine Advisory first reported a position in Zscaler in Q3 2024 and has held it in 9 quarters since.
GuoLine Advisory's Zscaler position peaked at $60M in Q2 2025.
295 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on GuoLine Advisory's 13F filing for Q3 2026, filed 6 Oct 2026.