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	$523K	Buy	3,709 +48	+1%	+$6.69K	﹤0.01%	1750
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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 increased its Zscaler (ZS) stake by 1.3% in Q2 2026, buying an estimated $6.69K and bringing the position to 3,709 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

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. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Integrated Wealth Concepts held 3,709 shares of Zscaler worth $523K as of Q2 2026.
Integrated Wealth Concepts bought 48 Zscaler shares in Q2 2026, an estimated $6.69K.
Zscaler made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1750 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.
743 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.