Kestra Advisory Services
ZS icon

Kestra Advisory Services’s Zscaler ZS Stock Holding History

Kestra Advisory Services’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 		$5.03M Buy
25,224
+2,586
+11% +$440K 0.01% 890
2026
Q2 		$3.2M Buy
22,638
+5,975
+36% +$833K 0.01% 1085
2026
Q1 		$2.34M Buy
16,663
+3,093
+23% +$549K 0.01% 1202
2025
Q4 		$3.05M Sell
13,570
-871
-6% -$246K 0.01% 982
2025
Q3 		$4.33M Sell
14,441
-2,979
-17% -$849K 0.02% 765
2025
Q2 		$5.47M Buy
17,420
+1,180
+7% +$294K 0.03% 593
2025
Q1 		$3.22M Sell
16,240
-14,342
-47% -$2.86M 0.02% 770
2024
Q4 		$5.52M Sell
30,582
-497
-2% -$96.2K 0.03% 536
2024
Q3 		$5.31M Sell
31,079
-869
-3% -$159K 0.03% 566
2024
Q2 		$6.14M Buy
31,948
+598
+2% +$106K 0.03% 520
2024
Q1 		$6.04M Buy
31,350
+293
+0.9% +$65.6K 0.04% 463
2023
Q4 		$6.88M Buy
31,057
+319
+1% +$59.1K 0.06% 355
2023
Q3 		$4.78M Buy
30,738
+1,084
+4% +$163K 0.05% 406
2023
Q2 		$4.34M Buy
29,654
+547
+2% +$66.8K 0.04% 417
2023
Q1 		$3.4M Buy
29,107
+6,805
+31% +$816K 0.04% 467
2022
Q4 		$2.5M Sell
22,302
-1,301
-6% -$177K 0.02% 652
2022
Q3 		$3.88M Buy
23,603
+2,208
+10% +$361K 0.04% 445
2022
Q2 		$3.2M Buy
21,395
+2,395
+13% +$423K 0.03% 495
2022
Q1 		$4.58M Buy
19,000
+746
+4% +$183K 0.05% 393
2021
Q4 		$5.87M Sell
18,254
-44
-0.2% -$13.9K 0.06% 325
2021
Q3 		$4.8M Buy
18,298
+375
+2% +$94.2K 0.05% 404
2021
Q2 		$3.87M Buy
17,923
+4,483
+33% +$852K 0.04% 430
2021
Q1 		$2.31M Sell
13,440
-413
-3% -$82K 0.03% 544
2020
Q4 		$2.79M Buy
13,853
+1,756
+15% +$279K 0.03% 488
2020
Q3 		$1.7M Buy
+12,097
New +$1.57M 0.03% 467

Other funds holding ZS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services's ZS Position: Q3 2026 in Review

Kestra Advisory Services increased its Zscaler (ZS) stake by 11% in Q3 2026, buying an estimated $440K and bringing the position to 25,224 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #890.

Kestra Advisory Services first reported a position in ZS in Q3 2020 and has held it in 25 quarters since. The position peaked at $6.88M in Q4 2023. 445 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Kestra Advisory Services held 25,224 shares of Zscaler worth $5.03M as of Q3 2026.
  • Kestra Advisory Services bought 2,586 Zscaler shares in Q3 2026, an estimated $440K.
  • Zscaler made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #890 holding.
  • Kestra Advisory Services first reported a position in Zscaler in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Zscaler position peaked at $6.88M in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.