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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's ZS Position: Q1 2026 in Review

Kestra Advisory Services increased its Zscaler (ZS) stake by 23% in Q1 2026, buying an estimated $549K and bringing the position to 16,663 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #1202.

Kestra Advisory Services first reported a position in ZS in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.88M in Q4 2023. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Kestra Advisory Services held 16,663 shares of Zscaler worth $2.34M as of Q1 2026.
  • Kestra Advisory Services bought 3,093 Zscaler shares in Q1 2026, an estimated $549K.
  • Zscaler made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1202 holding.
  • Kestra Advisory Services first reported a position in Zscaler in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Zscaler position peaked at $6.88M in Q4 2023.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.