LeConte Wealth Management
ZS icon

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
Q3 		$272K Buy
+1,366
New +$233K 0.15% 130
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LeConte Wealth Management's ZS Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Zscaler (ZS) in Q3 2026: 1,366 shares worth $272K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings. This is a return to the name: LeConte Wealth Management previously reported a position in ZS as recently as Q4 2025.

LeConte Wealth Management first reported a position in ZS in Q2 2025 and has held it in 4 quarters since. The position peaked at $426K in Q3 2025. 578 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • LeConte Wealth Management held 1,366 shares of Zscaler worth $272K as of Q3 2026.
  • Zscaler was a new LeConte Wealth Management position in Q3 2026.
  • Zscaler made up 0.15% of LeConte Wealth Management's portfolio in Q3 2026, its #130 holding.
  • LeConte Wealth Management first reported a position in Zscaler in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Zscaler position peaked at $426K in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.