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Inspirion Wealth Advisors’s Zscaler ZS Stock Holding History

Inspirion 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 		$1.23M Buy
8,396
+692
+9% +$96.5K 0.14% 63
2026
Q1 		$1.08M Buy
7,704
+85
+1% +$15.1K 0.13% 67
2025
Q4 		$1.71M Sell
7,619
-1,460
-16% -$412K 0.21% 49
2025
Q3 		$1.55M Buy
9,079
+485
+6% +$138K 0.22% 43
2025
Q2 		$2.7M Sell
8,594
-35
-0.4% -$8.72K 0.36% 30
2025
Q1 		$1.71M Hold
8,629
– – 0.24% 39
2024
Q4 		$1.59M Sell
8,629
-450
-5% -$87.1K 0.22% 42
2024
Q3 		$1.55M Sell
9,079
-26
-0.3% -$4.75K 0.22% 43
2024
Q2 		$1.75M Sell
9,105
-45
-0.5% -$8.01K 0.27% 40
2024
Q1 		$1.76M Sell
9,150
-2,000
-18% -$447K 0.29% 39
2023
Q4 		$2.37M Sell
11,150
-2,520
-18% -$467K 0.43% 32
2023
Q3 		$2.13M Buy
13,670
+50
+0.4% +$7.5K 0.41% 33
2023
Q2 		$1.99M Sell
13,620
-1,390
-9% -$170K 0.38% 36
2023
Q1 		$1.75M Buy
15,010
+25
+0.2% +$3K 0.35% 36
2022
Q4 		$1.68M Buy
14,985
+510
+4% +$69.3K 0.36% 38
2022
Q3 		$2.38M Buy
14,475
+363
+3% +$59.4K 0.54% 29
2022
Q2 		$2.11M Buy
14,112
+3,485
+33% +$616K 0.46% 30
2022
Q1 		$2.56M Buy
10,627
+1,247
+13% +$306K 0.52% 24
2021
Q4 		$3.01M Buy
9,380
+7,392
+372% +$2.33M 0.64% 23
2021
Q3 		$521K Hold
1,988
– – 0.12% 55
2021
Q2 		$430K Hold
1,988
– – 0.11% 60
2021
Q1 		$341K Sell
1,988
-10
-0.5% -$1.99K 0.09% 67
2020
Q4 		$399K Hold
1,998
– – 0.11% 56
2020
Q3 		$281K Sell
1,998
-147
-7% -$19.1K 0.1% 65
2020
Q2 		$235K Buy
+2,145
New +$178K 0.09% 70

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

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

Inspirion Wealth Advisors increased its Zscaler (ZS) stake by 9% in Q2 2026, buying an estimated $96.5K and bringing the position to 8,396 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #63.

Inspirion Wealth Advisors first reported a position in ZS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.01M in Q4 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Inspirion Wealth Advisors held 8,396 shares of Zscaler worth $1.23M as of Q2 2026.
  • Inspirion Wealth Advisors bought 692 Zscaler shares in Q2 2026, an estimated $96.5K.
  • Zscaler made up 0.14% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Inspirion Wealth Advisors first reported a position in Zscaler in Q2 2020 and has held it in 25 quarters since.
  • Inspirion Wealth Advisors's Zscaler position peaked at $3.01M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.