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IFP Advisors’s Zscaler ZS Stock Holding History

IFP 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 		$224K Sell
1,586
-77
-5% -$10.7K ﹤0.01% 1452
2026
Q1 		$233K Sell
1,663
-394
-19% -$69.9K ﹤0.01% 1307
2025
Q4 		$463K Buy
2,057
+387
+23% +$109K 0.01% 970
2025
Q3 		$500K Buy
1,670
+72
+5% +$20.5K 0.01% 863
2025
Q2 		$502K Buy
1,598
+801
+101% +$200K 0.01% 833
2025
Q1 		$158K Sell
797
-210
-21% -$41.8K ﹤0.01% 1284
2024
Q4 		$182K Buy
1,007
+122
+14% +$23.6K 0.01% 1160
2024
Q3 		$151K Sell
885
-121
-12% -$22.1K 0.01% 1222
2024
Q2 		$193K Sell
1,006
-256
-20% -$45.6K 0.01% 1060
2024
Q1 		$243K Sell
1,262
-80
-6% -$17.9K 0.01% 904
2023
Q4 		$297K Buy
1,342
+747
+126% +$138K 0.01% 778
2023
Q3 		$92.6K Sell
595
-442
-43% -$66.3K ﹤0.01% 1289
2023
Q2 		$152K Buy
1,037
+391
+61% +$47.7K 0.01% 1146
2023
Q1 		$18.2K Sell
646
-1,727
-73% -$207K ﹤0.01% 2058
2022
Q4 		$88K Sell
2,373
-90
-4% -$12.2K ﹤0.01% 1828
2022
Q3 		$88K Buy
2,463
+33
+1% +$5.4K ﹤0.01% 1951
2022
Q2 		$83K Hold
2,430
– – ﹤0.01% 1814
2022
Q1 		$83K Buy
2,430
+1,228
+102% +$302K ﹤0.01% 1814
2021
Q4 		$386K Buy
1,202
+110
+10% +$34.6K 0.01% 689
2021
Q3 		$286K Sell
1,092
-126
-10% -$31.6K 0.01% 795
2021
Q2 		$263K Buy
1,218
+813
+201% +$155K 0.01% 779
2021
Q1 		$69K Buy
405
+60
+17% +$11.9K ﹤0.01% 1324
2020
Q4 		$69K Sell
345
-654
-65% -$104K ﹤0.01% 1312
2020
Q3 		$141K Buy
999
+654
+190% +$84.9K 0.01% 842
2020
Q2 		$36K Buy
+345
New +$28.7K ﹤0.01% 1353
2020
Q1 		– Sell
-1,117
Closed -$61.5K – 3031
2019
Q4 		$53K Buy
1,117
+548
+96% +$25.4K ﹤0.01% 1227
2019
Q3 		$26K Buy
+569
New +$41K ﹤0.01% 1655

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

IFP Advisors's ZS Position: Q2 2026 in Review

IFP Advisors reduced its Zscaler (ZS) stake by 4.6% in Q2 2026, selling an estimated $10.7K and leaving 1,586 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

IFP Advisors first reported a position in ZS in Q3 2019 and has held it in 27 quarters since. The position peaked at $502K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • IFP Advisors held 1,586 shares of Zscaler worth $224K as of Q2 2026.
  • IFP Advisors sold 77 Zscaler shares in Q2 2026, an estimated $10.7K.
  • Zscaler made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1452 holding.
  • IFP Advisors first reported a position in Zscaler in Q3 2019 and has held it in 27 quarters since.
  • IFP Advisors's Zscaler position peaked at $502K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.