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Lake Street Private Wealth’s Zscaler ZS Stock Holding History

Lake Street Private Wealth’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 		$228K Sell
1,615
-295
-15% -$41.1K 0.03% 259
2026
Q1 		$268K Buy
1,910
+157
+9% +$27.8K 0.03% 219
2025
Q4 		$394K Sell
1,753
-197
-10% -$55.6K 0.05% 199
2025
Q3 		$584K Sell
1,950
-105
-5% -$29.9K 0.08% 152
2025
Q2 		$645K Sell
2,055
-460
-18% -$115K 0.09% 133
2025
Q1 		$499K Sell
2,515
-460
-15% -$91.7K 0.08% 154
2024
Q4 		$537K Sell
2,975
-555
-16% -$107K 0.09% 144
2024
Q3 		$603K Sell
3,530
-2,783
-44% -$508K 0.1% 146
2024
Q2 		$1.21M Buy
6,313
+2,277
+56% +$405K 0.16% 131
2024
Q1 		$777K Buy
+4,036
New +$903K 0.11% 167

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

Lake Street Private Wealth's ZS Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Zscaler (ZS) stake by 15% in Q2 2026, selling an estimated $41.1K and leaving 1,615 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #259.

Lake Street Private Wealth first reported a position in ZS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q2 2024. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Lake Street Private Wealth held 1,615 shares of Zscaler worth $228K as of Q2 2026.
  • Lake Street Private Wealth sold 295 Zscaler shares in Q2 2026, an estimated $41.1K.
  • Zscaler made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #259 holding.
  • Lake Street Private Wealth first reported a position in Zscaler in Q1 2024 and has held it in 10 quarters since.
  • Lake Street Private Wealth's Zscaler position peaked at $1.21M in Q2 2024.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.