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LeConte Wealth Management’s Zscaler ZS Stock Holding History

LeConte 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 		– Sell
-1,048
Closed -$236K – 167
2025
Q4 		$236K Sell
1,048
-372
-26% -$105K 0.15% 110
2025
Q3 		$426K Buy
1,420
+396
+39% +$113K 0.28% 53
2025
Q2 		$321K Buy
+1,024
New +$255K 0.22% 62

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

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

LeConte Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,048 shares — an estimated $236K sold.

LeConte Wealth Management first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $426K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • LeConte Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • LeConte Wealth Management sold 1,048 Zscaler shares in Q1 2026, an estimated $236K.
  • LeConte Wealth Management first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
  • LeConte Wealth Management's Zscaler position peaked at $426K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

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