KA
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Kovack Advisors’s Zscaler ZS Stock Holding History

Kovack Advisors’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 		$230K Sell
1,580
-6,594
-81% -$919K 0.01% 939
2026
Q1 		$1.12M Buy
8,174
+5,652
+224% +$1M 0.06% 332
2025
Q4 		$567K Buy
2,522
+462
+22% +$130K 0.03% 552
2025
Q3 		$617K Sell
2,060
-583
-22% -$166K 0.06% 282
2025
Q2 		$830K Buy
2,643
+884
+50% +$220K 0.08% 227
2025
Q1 		$349K Sell
1,759
-318
-15% -$63.4K 0.04% 384
2024
Q4 		$375K Sell
2,077
-40
-2% -$7.74K 0.04% 386
2024
Q3 		$362K Buy
2,117
+103
+5% +$18.8K 0.04% 390
2024
Q2 		$387K Sell
2,014
-28
-1% -$4.98K 0.04% 361
2024
Q1 		$393K Buy
2,042
+67
+3% +$15K 0.05% 302
2023
Q4 		$438K Buy
1,975
+189
+11% +$35K 0.05% 330
2023
Q3 		$278K Sell
1,786
-1,543
-46% -$231K 0.04% 415
2023
Q2 		$487K Buy
3,329
+460
+16% +$56.2K 0.06% 298
2023
Q1 		$335K Buy
2,869
+335
+13% +$40.2K 0.05% 382
2022
Q4 		$284K Sell
2,534
-828
-25% -$112K 0.04% 419
2022
Q3 		$553K Sell
3,362
-116
-3% -$19K 0.08% 262
2022
Q2 		$520K Buy
3,478
+1,522
+78% +$269K 0.07% 311
2022
Q1 		$471K Buy
1,956
+298
+18% +$73.2K 0.05% 403
2021
Q4 		$533K Buy
1,658
+290
+21% +$91.3K 0.05% 370
2021
Q3 		$359K Buy
1,368
+409
+43% +$103K 0.04% 467
2021
Q2 		$207K Sell
959
-645
-40% -$123K 0.02% 636
2021
Q1 		$275K Buy
1,604
+164
+11% +$32.6K 0.04% 497
2020
Q4 		$288K Buy
+1,440
New +$229K 0.04% 420

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

Kovack Advisors's ZS Position: Q2 2026 in Review

Kovack Advisors reduced its Zscaler (ZS) stake by 81% in Q2 2026, selling an estimated $919K and leaving 1,580 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #939.

Kovack Advisors first reported a position in ZS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.12M in Q1 2026. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Kovack Advisors held 1,580 shares of Zscaler worth $230K as of Q2 2026.
  • Kovack Advisors sold 6,594 Zscaler shares in Q2 2026, an estimated $919K.
  • Zscaler made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #939 holding.
  • Kovack Advisors first reported a position in Zscaler in Q4 2020 and has held it in 23 quarters since.
  • Kovack Advisors's Zscaler position peaked at $1.12M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.