IWC
ZS icon

Integrated Wealth Concepts’s Zscaler ZS Stock Holding History

Integrated Wealth Concepts’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 		$467K Sell
3,309
-352
-10% -$49.1K ﹤0.01% 1689
2026
Q1 		$514K Buy
3,661
+362
+11% +$64.2K ﹤0.01% 1527
2025
Q4 		$742K Sell
3,299
-697
-17% -$197K 0.01% 911
2025
Q3 		$1.2M Buy
3,996
+170
+4% +$48.5K 0.01% 888
2025
Q2 		$1.2M Buy
3,826
+2,387
+166% +$595K 0.01% 830
2025
Q1 		$285K Buy
1,439
+239
+20% +$47.6K ﹤0.01% 1430
2024
Q4 		$216K Buy
+1,200
New +$232K ﹤0.01% 1555

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's ZS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Zscaler (ZS) stake by 9.6% in Q2 2026, selling an estimated $49.1K and leaving 3,309 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Integrated Wealth Concepts first reported a position in ZS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2025. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Integrated Wealth Concepts held 3,309 shares of Zscaler worth $467K as of Q2 2026.
  • Integrated Wealth Concepts sold 352 Zscaler shares in Q2 2026, an estimated $49.1K.
  • Zscaler made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1689 holding.
  • Integrated Wealth Concepts first reported a position in Zscaler in Q4 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Zscaler position peaked at $1.2M in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.