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 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%	-$9.69K	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

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

Jamison Private Wealth Management's ZS Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Zscaler (ZS) stake by 2.8% in Q2 2026, selling an estimated $10.5K and leaving 2,631 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #186.

Jamison Private Wealth Management first reported a position in ZS in Q3 2023 and has held it in 12 quarters since. The position peaked at $959K in Q2 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Jamison Private Wealth Management held 2,631 shares of Zscaler worth $371K as of Q2 2026.
Jamison Private Wealth Management sold 75 Zscaler shares in Q2 2026, an estimated $10.5K.
Zscaler made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #186 holding.
Jamison Private Wealth Management first reported a position in Zscaler in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Zscaler position peaked at $959K in Q2 2025.
747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.