KWM
ZS icon

Kingsview Wealth Management’s Zscaler ZS Stock Holding History

Kingsview Wealth Management’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 		$314K Sell
2,241
-50
-2% -$8.87K ﹤0.01% 1064
2025
Q4 		$515K Sell
2,291
-412
-15% -$116K 0.01% 840
2025
Q3 		$810K Sell
2,703
-1,037
-28% -$296K 0.01% 663
2025
Q2 		$1.17M Buy
3,740
+731
+24% +$182K 0.02% 545
2025
Q1 		$597K Buy
3,009
+500
+20% +$99.6K 0.01% 673
2024
Q4 		$453K Sell
2,509
-180
-7% -$34.8K 0.01% 778
2024
Q3 		$460K Sell
2,689
-150
-5% -$27.4K 0.01% 749
2024
Q2 		$546K Sell
2,839
-2,310
-45% -$411K 0.01% 657
2024
Q1 		$992K Sell
5,149
-41
-0.8% -$9.17K 0.02% 498
2023
Q4 		$1.15M Sell
5,190
-5,184
-50% -$960K 0.03% 428
2023
Q3 		$1.61M Buy
10,374
+143
+1% +$21.4K 0.06% 332
2023
Q2 		$1.5M Buy
10,231
+650
+7% +$79.4K 0.06% 301
2023
Q1 		$1.12M Buy
9,581
+67
+0.7% +$8.04K 0.05% 362
2022
Q4 		$1.06M Buy
9,514
+17
+0.2% +$2.31K 0.05% 333
2022
Q3 		$1.56M Sell
9,497
-100
-1% -$16.4K 0.07% 259
2022
Q2 		$1.44M Buy
9,597
+127
+1% +$22.5K 0.07% 280
2022
Q1 		$2.28M Sell
9,470
-251
-3% -$61.7K 0.1% 213
2021
Q4 		$3.12M Sell
9,721
-24
-0.2% -$7.56K 0.13% 171
2021
Q3 		$2.56M Buy
9,745
+242
+3% +$60.8K 0.12% 186
2021
Q2 		$2.03M Sell
9,503
-786
-8% -$149K 0.1% 219
2021
Q1 		$1.81M Buy
10,289
+8,154
+382% +$1.62M 0.1% 210
2020
Q4 		$426K Buy
+2,135
New +$340K 0.03% 481

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

Kingsview Wealth Management's ZS Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Zscaler (ZS) stake by 2.2% in Q1 2026, selling an estimated $8.87K and leaving 2,241 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Kingsview Wealth Management first reported a position in ZS in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.12M in Q4 2021. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Kingsview Wealth Management held 2,241 shares of Zscaler worth $314K as of Q1 2026.
  • Kingsview Wealth Management sold 50 Zscaler shares in Q1 2026, an estimated $8.87K.
  • Zscaler made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1064 holding.
  • Kingsview Wealth Management first reported a position in Zscaler in Q4 2020 and has held it in 22 quarters since.
  • Kingsview Wealth Management's Zscaler position peaked at $3.12M in Q4 2021.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.