Jamison Private Wealth Management
ZS icon

Jamison Private Wealth Management’s Zscaler ZS Stock Holding History

Jamison Private Wealth Management’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
Q3 		$502K Sell
2,516
-115
-4% -$19.6K 0.05% 171
2026
Q2 		$371K Sell
2,631
-75
-3% -$10.5K 0.04% 186
2026
Q1 		$380K Sell
2,706
-316
-10% -$56K 0.05% 169
2025
Q4 		$680K Hold
3,022
– – 0.08% 134
2025
Q3 		$906K Sell
3,022
-34
-1% -$9.7K 0.11% 118
2025
Q2 		$959K Sell
3,056
-99
-3% -$24.7K 0.14% 107
2025
Q1 		$626K Sell
3,155
-187
-6% -$37.3K 0.1% 129
2024
Q4 		$603K Sell
3,342
-182
-5% -$35.2K 0.09% 129
2024
Q3 		$602K Sell
3,524
-46
-1% -$8.4K 0.09% 130
2024
Q2 		$686K Sell
3,570
-68
-2% -$12.1K 0.11% 110
2024
Q1 		$701K Buy
3,638
+62
+2% +$13.9K 0.12% 115
2023
Q4 		$792K Buy
3,576
+34
+1% +$6.3K 0.15% 104
2023
Q3 		$551K Buy
+3,542
New +$531K 0.11% 119

Other funds holding ZS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jamison Private Wealth Management's ZS Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Zscaler (ZS) stake by 4.4% in Q3 2026, selling an estimated $19.6K and leaving 2,516 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #171.

Jamison Private Wealth Management first reported a position in ZS in Q3 2023 and has held it in 13 quarters since. The position peaked at $959K in Q2 2025. 493 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Jamison Private Wealth Management held 2,516 shares of Zscaler worth $502K as of Q3 2026.
  • Jamison Private Wealth Management sold 115 Zscaler shares in Q3 2026, an estimated $19.6K.
  • Zscaler made up 0.05% of Jamison Private Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Jamison Private Wealth Management first reported a position in Zscaler in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Zscaler position peaked at $959K in Q2 2025.
  • 493 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.