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Kestra Private Wealth Services’s Zscaler ZS Stock Holding History

Kestra Private Wealth 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 		$906K Sell
6,417
-2,290
-26% -$319K 0.01% 952
2026
Q1 		$1.22M Buy
8,707
+92
+1% +$16.3K 0.02% 741
2025
Q4 		$1.94M Buy
8,615
+939
+12% +$265K 0.02% 552
2025
Q3 		$2.3M Sell
7,676
-268
-3% -$76.4K 0.03% 486
2025
Q2 		$2.49M Sell
7,944
-517
-6% -$129K 0.04% 441
2025
Q1 		$1.68M Buy
8,461
+2,481
+41% +$494K 0.03% 507
2024
Q4 		$1.08M Sell
5,980
-610
-9% -$118K 0.02% 621
2024
Q3 		$1.13M Sell
6,590
-2,743
-29% -$501K 0.02% 579
2024
Q2 		$1.79M Buy
9,333
+6,576
+239% +$1.17M 0.04% 415
2024
Q1 		$531K Buy
2,757
+851
+45% +$190K 0.01% 775
2023
Q4 		$422K Sell
1,906
-153
-7% -$28.3K 0.01% 794
2023
Q3 		$320K Buy
2,059
+449
+28% +$67.3K 0.01% 839
2023
Q2 		$236K Buy
+1,610
New +$197K 0.01% 909
2022
Q4 		– Sell
-1,566
Closed -$257K – 1001
2022
Q3 		$257K Buy
1,566
+70
+5% +$11.5K 0.01% 699
2022
Q2 		$224K Buy
1,496
+26
+2% +$4.6K 0.01% 753
2022
Q1 		$355K Sell
1,470
-15
-1% -$3.69K 0.02% 693
2021
Q4 		$477K Sell
1,485
-27
-2% -$8.5K 0.02% 612
2021
Q3 		$396K Buy
1,512
+32
+2% +$8.04K 0.02% 606
2021
Q2 		$320K Sell
1,480
-4
-0.3% -$761 0.02% 653
2021
Q1 		$255K Sell
1,484
-236
-14% -$46.9K 0.02% 655
2020
Q4 		$346K Buy
1,720
+15
+0.9% +$2.38K 0.03% 531
2020
Q3 		$240K Buy
+1,705
New +$221K 0.02% 554

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 Private Wealth Services's ZS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Zscaler (ZS) stake by 26% in Q2 2026, selling an estimated $319K and leaving 6,417 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #952.

Kestra Private Wealth Services first reported a position in ZS in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.49M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Kestra Private Wealth Services held 6,417 shares of Zscaler worth $906K as of Q2 2026.
  • Kestra Private Wealth Services sold 2,290 Zscaler shares in Q2 2026, an estimated $319K.
  • Zscaler made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #952 holding.
  • Kestra Private Wealth Services first reported a position in Zscaler in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Zscaler position peaked at $2.49M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

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