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HB Wealth Management’s Zscaler ZS Stock Holding History

HB 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 		$449K Buy
3,182
+443
+16% +$61.8K ﹤0.01% 1160
2026
Q1 		$384K Sell
2,739
-409
-13% -$72.5K ﹤0.01% 1093
2025
Q4 		$708K Sell
3,148
-541
-15% -$153K ﹤0.01% 746
2025
Q3 		$1.11M Buy
3,689
+1,061
+40% +$303K 0.01% 580
2025
Q2 		$825K Sell
2,628
-599
-19% -$149K 0.01% 589
2025
Q1 		$640K Sell
3,227
-623
-16% -$124K 0.01% 686
2024
Q4 		$695K Buy
3,850
+471
+14% +$91.2K 0.01% 520
2024
Q3 		$578K Buy
3,379
+376
+13% +$68.7K 0.01% 542
2024
Q2 		$577K Buy
3,003
+355
+13% +$63.2K 0.01% 502
2024
Q1 		$510K Buy
+2,648
New +$592K 0.01% 499

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HB Wealth Management's ZS Position: Q2 2026 in Review

HB Wealth Management increased its Zscaler (ZS) stake by 16% in Q2 2026, buying an estimated $61.8K and bringing the position to 3,182 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

HB Wealth Management first reported a position in ZS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • HB Wealth Management held 3,182 shares of Zscaler worth $449K as of Q2 2026.
  • HB Wealth Management bought 443 Zscaler shares in Q2 2026, an estimated $61.8K.
  • Zscaler made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • HB Wealth Management first reported a position in Zscaler in Q1 2024 and has held it in 10 quarters since.
  • HB Wealth Management's Zscaler position peaked at $1.11M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.