JWA
ZS icon

JFS Wealth Advisors’s Zscaler ZS Stock Holding History

JFS Wealth 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 		$989 Sell
7
-8
-53% -$1.11K ﹤0.01% 1810
2026
Q1 		$2.1K Sell
15
-17
-53% -$3.02K ﹤0.01% 1489
2025
Q4 		$7.2K Buy
32
+10
+45% +$2.82K ﹤0.01% 1103
2025
Q3 		$6.59K Hold
22
– – ﹤0.01% 1018
2025
Q2 		$6.91K Sell
22
-2
-8% -$499 ﹤0.01% 976
2025
Q1 		$4.76K Buy
24
+4
+20% +$797 ﹤0.01% 1143
2024
Q4 		$3.61K Buy
20
+4
+25% +$774 ﹤0.01% 1254
2024
Q3 		$2.74K Buy
16
+1
+7% +$183 ﹤0.01% 1358
2024
Q2 		$2.88K Sell
15
-1
-6% -$178 ﹤0.01% 1293
2024
Q1 		$3.08K Hold
16
– – ﹤0.01% 1288
2023
Q4 		$3.54K Buy
16
+2
+14% +$370 ﹤0.01% 1196
2023
Q3 		$2.18K Buy
14
+2
+17% +$300 ﹤0.01% 1328
2023
Q2 		$1.76K Sell
12
-1
-8% -$122 ﹤0.01% 1430
2023
Q1 		$1.52K Buy
13
+1
+8% +$120 ﹤0.01% 1461
2022
Q4 		$1.34K Sell
12
-127
-91% -$17.3K ﹤0.01% 1517
2022
Q3 		$23K Buy
139
+5
+4% +$818 ﹤0.01% 548
2022
Q2 		$20K Buy
134
+4
+3% +$707 ﹤0.01% 592
2022
Q1 		$31K Buy
130
+25
+24% +$6.14K ﹤0.01% 517
2021
Q4 		$34K Buy
105
+55
+110% +$17.3K ﹤0.01% 484
2021
Q3 		$13K Buy
+50
New +$12.6K ﹤0.01% 612

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's ZS Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Zscaler (ZS) stake by 53% in Q2 2026, selling an estimated $1.11K and leaving 7 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

JFS Wealth Advisors first reported a position in ZS in Q3 2021 and has held it in 20 quarters since. The position peaked at $34K in Q4 2021. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • JFS Wealth Advisors held 7 shares of Zscaler worth $989 as of Q2 2026.
  • JFS Wealth Advisors sold 8 Zscaler shares in Q2 2026, an estimated $1.11K.
  • Zscaler made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1810 holding.
  • JFS Wealth Advisors first reported a position in Zscaler in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Zscaler position peaked at $34K in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.