ISWM
ZS icon

Independent Solutions Wealth Management’s Zscaler ZS Stock Holding History

Independent Solutions 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
2026
Q2 		– Sell
-11,933
Closed -$1.67M – 203
2026
Q1 		$1.67M Buy
11,933
+545
+5% +$96.7K 0.25% 102
2025
Q4 		$2.56M Sell
11,388
-790
-6% -$223K 0.47% 70
2025
Q3 		$3.65M Buy
12,178
+121
+1% +$34.5K 0.65% 48
2025
Q2 		$3.79M Buy
12,057
+146
+1% +$36.4K 0.74% 41
2025
Q1 		$2.36M Buy
11,911
+92
+0.8% +$18.3K 0.53% 62
2024
Q4 		$2.13M Sell
11,819
-98
-0.8% -$19K 0.47% 67
2024
Q3 		$2.04M Sell
11,917
-250
-2% -$45.7K 0.46% 66
2024
Q2 		$2.34M Buy
12,167
+217
+2% +$38.6K 0.54% 58
2024
Q1 		$2.3M Sell
11,950
-733
-6% -$164K 0.55% 55
2023
Q4 		$2.81M Buy
12,683
+166
+1% +$30.7K 0.72% 46
2023
Q3 		$1.95M Buy
12,517
+337
+3% +$50.5K 0.51% 51
2023
Q2 		$1.78M Buy
12,180
+1,062
+10% +$130K 0.45% 56
2023
Q1 		$1.3M Buy
11,118
+18
+0.2% +$2.16K 0.38% 64
2022
Q4 		$1.24M Sell
11,100
-2,221
-17% -$302K 0.38% 67
2022
Q3 		$2.19M Sell
13,321
-230
-2% -$37.6K 0.72% 37
2022
Q2 		$2.03M Sell
13,551
-200
-1% -$35.4K 0.63% 40
2022
Q1 		$3.32M Sell
13,751
-786
-5% -$193K 0.78% 29
2021
Q4 		$4.67M Sell
14,537
-260
-2% -$81.9K 1.1% 22
2021
Q3 		$3.88M Sell
14,797
-218
-1% -$54.7K 0.96% 24
2021
Q2 		$3.24M Buy
15,015
+363
+2% +$69K 0.79% 32
2021
Q1 		$2.52M Buy
14,652
+765
+6% +$152K 0.69% 33
2020
Q4 		$2.77M Buy
13,887
+1,105
+9% +$176K 0.87% 27
2020
Q3 		$1.8M Buy
12,782
+1,964
+18% +$255K 0.69% 39
2020
Q2 		$1.18M Buy
10,818
+5,440
+101% +$452K 0.51% 47
2020
Q1 		$327K Buy
5,378
+705
+15% +$38.8K 0.18% 93
2019
Q4 		$217K Buy
+4,673
New +$217K 0.1% 150

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 Solutions Wealth Management's ZS Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 11,933 shares — an estimated $1.67M sold.

Independent Solutions Wealth Management first reported a position in ZS in Q4 2019 and held it in 26 quarters. The position peaked at $4.67M in Q4 2021. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Independent Solutions Wealth Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,933 Zscaler shares in Q2 2026, an estimated $1.67M.
  • Independent Solutions Wealth Management first reported a position in Zscaler in Q4 2019 and held it in 26 quarters.
  • Independent Solutions Wealth Management's Zscaler position peaked at $4.67M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.