Holos Integrated Wealth
ZS icon

Holos Integrated Wealth’s Zscaler ZS Stock Holding History

Holos Integrated Wealth’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 		$23.4K Hold
110
– – 0.01% 210
2026
Q2 		$16.4K Hold
110
– – 0.01% 226
2026
Q1 		$15.6K Hold
110
– – 0.01% 227
2025
Q4 		$24.3K Hold
110
– – 0.01% 155
2025
Q3 		$34.1K Hold
110
– – 0.02% 133
2025
Q2 		$29.7K Hold
110
– – 0.02% 135
2025
Q1 		$21.8K Hold
110
– – 0.01% 151
2024
Q4 		$19.8K Buy
+110
New +$21.3K 0.01% 154

Other funds holding ZS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Holos Integrated Wealth's ZS Position: Q3 2026 in Review

Holos Integrated Wealth held its Zscaler (ZS) position steady in Q3 2026 at 110 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Holos Integrated Wealth first reported a position in ZS in Q4 2024 and has held it in 8 quarters since. The position peaked at $34.1K in Q3 2025. 185 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Holos Integrated Wealth held 110 shares of Zscaler worth $23.4K as of Q3 2026.
  • Holos Integrated Wealth left its Zscaler share count unchanged in Q3 2026.
  • Zscaler made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #210 holding.
  • Holos Integrated Wealth first reported a position in Zscaler in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Zscaler position peaked at $34.1K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.