IAA
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Independent Advisor Alliance’s Zscaler ZS Stock Holding History

Independent Advisor Alliance’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
-1,428
Closed -$200K – 1650
2026
Q1 		$200K Sell
1,428
-204
-13% -$36.2K ﹤0.01% 1501
2025
Q4 		$367K Sell
1,632
-160
-9% -$45.2K 0.01% 736
2025
Q3 		$537K Sell
1,792
-227
-11% -$64.7K 0.01% 599
2025
Q2 		$634K Sell
2,019
-81
-4% -$20.2K 0.02% 519
2025
Q1 		$417K Sell
2,100
-91
-4% -$18.1K 0.01% 574
2024
Q4 		$395K Sell
2,191
-15
-0.7% -$2.9K 0.01% 1028
2024
Q3 		$377K Sell
2,206
-5,690
-72% -$1.04M 0.01% 513
2024
Q2 		$1.52M Sell
7,896
-149
-2% -$26.5K 0.05% 260
2024
Q1 		$1.55M Buy
8,045
+49
+0.6% +$11K 0.06% 258
2023
Q4 		$1.77M Sell
7,996
-2,259
-22% -$418K 0.06% 225
2023
Q3 		$1.6M Sell
10,255
-234
-2% -$35.1K 0.07% 224
2023
Q2 		$1.53M Buy
10,489
+155
+1% +$18.9K 0.07% 240
2023
Q1 		$1.21M Buy
+10,334
New +$1.24M 0.06% 265
2022
Q4 		– Sell
-9,807
Closed -$1.61M – 643
2022
Q3 		$1.61M Buy
9,807
+278
+3% +$45.5K 0.09% 201
2022
Q2 		$1.43M Buy
9,529
+173
+2% +$30.6K 0.08% 208
2022
Q1 		$2.26M Buy
9,356
+171
+2% +$42K 0.11% 167
2021
Q4 		$2.95M Buy
9,185
+265
+3% +$83.4K 0.15% 121
2021
Q3 		$2.34M Buy
8,920
+220
+3% +$55.2K 0.13% 140
2021
Q2 		$1.88M Buy
+8,700
New +$1.65M 0.1% 177

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

Independent Advisor Alliance's ZS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Zscaler (ZS) in Q2 2026, closing a stake of 1,428 shares — an estimated $200K sold.

Independent Advisor Alliance first reported a position in ZS in Q2 2021 and held it in 19 quarters. The position peaked at $2.95M in Q4 2021. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,428 Zscaler shares in Q2 2026, an estimated $200K.
  • Independent Advisor Alliance first reported a position in Zscaler in Q2 2021 and held it in 19 quarters.
  • Independent Advisor Alliance's Zscaler position peaked at $2.95M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.