HWM
ZS icon

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
2024
Q4 		– Sell
-1,100
Closed -$188K – 1122
2024
Q3 		$188K Sell
1,100
-3,800
-78% -$694K ﹤0.01% 904
2024
Q2 		$942K Buy
+4,900
New +$872K 0.01% 379

Other funds holding ZS

LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 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. 222 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.
  • 222 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.