KAS
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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
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

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

Kestra Advisory Services's ZS Position: Q2 2026 in Review

Kestra Advisory Services increased its Zscaler (ZS) stake by 36% in Q2 2026, buying an estimated $833K and bringing the position to 22,638 shares worth $3.2M. The position accounts for 0.01% of the portfolio, ranked #1085.

Kestra Advisory Services first reported a position in ZS in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.88M in Q4 2023. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Kestra Advisory Services held 22,638 shares of Zscaler worth $3.2M as of Q2 2026.
  • Kestra Advisory Services bought 5,975 Zscaler shares in Q2 2026, an estimated $833K.
  • Zscaler made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1085 holding.
  • Kestra Advisory Services first reported a position in Zscaler in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Zscaler position peaked at $6.88M in Q4 2023.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.