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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
2024
Q2 		– Sell
-2,500
Closed -$482 – 155
2024
Q1 		$482 Buy
+2,500
New +$559K ﹤0.01% 150
2023
Q1 		– Sell
-5,000
Closed -$560 – 145
2022
Q4 		$560 Buy
+5,000
New +$679K ﹤0.01% 127

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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. 270 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.
  • 270 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.