JWCA
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J.W. Cole Advisors’s Zscaler ZS Stock Holding History

J.W. Cole 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 		$1.42M Buy
10,048
+7,372
+275% +$1.03M 0.02% 625
2026
Q1 		$375K Sell
2,676
-1,430
-35% -$254K 0.01% 569
2025
Q4 		$908K Buy
4,106
+80
+2% +$22.6K 0.02% 661
2025
Q3 		$1.21M Buy
4,026
+254
+7% +$72.4K 0.02% 651
2025
Q2 		$1.18M Buy
3,772
+6
+0.2% +$1.5K 0.03% 609
2025
Q1 		$747K Buy
3,766
+1,066
+39% +$212K 0.02% 638
2024
Q4 		$487K Buy
2,700
+295
+12% +$57.1K 0.02% 605
2024
Q3 		$411K Buy
2,405
+1,226
+104% +$224K 0.02% 678
2024
Q2 		$227K Buy
+1,179
New +$210K 0.01% 804
2022
Q1 		– Sell
-764
Closed -$245K – 881
2021
Q4 		$245K Buy
+764
New +$241K 0.02% 722

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

J.W. Cole Advisors's ZS Position: Q2 2026 in Review

J.W. Cole Advisors increased its Zscaler (ZS) stake by 275% in Q2 2026, buying an estimated $1.03M and bringing the position to 10,048 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #625.

J.W. Cole Advisors first reported a position in ZS in Q4 2021 and has held it in 10 quarters since. 241 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • J.W. Cole Advisors held 10,048 shares of Zscaler worth $1.42M as of Q2 2026.
  • J.W. Cole Advisors bought 7,372 Zscaler shares in Q2 2026, an estimated $1.03M.
  • Zscaler made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #625 holding.
  • J.W. Cole Advisors first reported a position in Zscaler in Q4 2021 and has held it in 10 quarters since.
  • 241 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.