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HHM Wealth Advisors’s Zscaler ZS Stock Holding History

HHM Wealth 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
Q2 		– Sell
-10
Closed -$1.4K – 953
2026
Q1 		$1.4K Hold
10
– – ﹤0.01% 822
2025
Q4 		$2.25K Hold
10
– – ﹤0.01% 768
2025
Q3 		$3K Hold
10
– – ﹤0.01% 769
2025
Q2 		$3.14K Hold
10
– – ﹤0.01% 729
2025
Q1 		$1.99K Hold
10
– – ﹤0.01% 753
2024
Q4 		$1.8K Buy
+10
New +$1.94K ﹤0.01% 764

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
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
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

HHM Wealth Advisors's ZS Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Zscaler (ZS) in Q2 2026, closing a stake of 10 shares — an estimated $1.4K sold.

HHM Wealth Advisors first reported a position in ZS in Q4 2024 and held it in 6 quarters. The position peaked at $3.14K in Q2 2025. 172 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 10 Zscaler shares in Q2 2026, an estimated $1.4K.
  • HHM Wealth Advisors first reported a position in Zscaler in Q4 2024 and held it in 6 quarters.
  • HHM Wealth Advisors's Zscaler position peaked at $3.14K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.