Legacy Advisors
ZS icon

Legacy Advisors’s Zscaler ZS Stock Holding History

Legacy 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
Q3 		$398K Buy
1,997
+51
+3% +$8.69K 0.04% 206
2026
Q2 		$275K Sell
1,946
-598
-24% -$83.4K 0.03% 269
2026
Q1 		$357K Sell
2,544
-57
-2% -$10.1K 0.04% 192
2025
Q4 		$585K Buy
2,601
+1
+0% +$282 0.06% 147
2025
Q3 		$779K Buy
+2,600
New +$741K 0.1% 110
2025
Q1 		$524K Buy
2,642
+19
+0.7% +$3.79K 0.05% 253
2024
Q4 		$473K Sell
2,623
-2
-0.1% -$387 0.05% 258
2024
Q3 		$449K Buy
2,625
+14
+0.5% +$2.56K 0.05% 252
2024
Q2 		$502K Sell
2,611
-8
-0.3% -$1.42K 0.06% 209
2024
Q1 		$504K Buy
2,619
+6
+0.2% +$1.34K 0.06% 203
2023
Q4 		$579K Buy
2,613
+9
+0.3% +$1.67K 0.07% 183
2023
Q3 		$405K Buy
2,604
+4
+0.2% +$600 0.07% 201
2023
Q2 		$380K Sell
2,600
-9
-0.3% -$1.1K 0.06% 196
2023
Q1 		$305K Hold
2,609
– – 0.06% 200
2022
Q4 		$292K Sell
2,609
-20
-0.8% -$2.72K 0.05% 192
2022
Q3 		$432K Sell
2,629
-2,607
-50% -$427K 0.1% 139
2022
Q2 		$1.02M Buy
5,236
+2,629
+101% +$465K 0.21% 73
2022
Q1 		$629K Buy
2,607
+7
+0.3% +$1.72K 0.12% 105
2021
Q4 		$835K Hold
2,600
– – 0.31% 45
2021
Q3 		$682K Hold
2,600
– – 0.27% 54
2021
Q2 		$562K Hold
2,600
– – 0.23% 63
2021
Q1 		$446K Hold
2,600
– – 0.2% 69
2020
Q4 		$519K Hold
2,600
– – 0.29% 57
2020
Q3 		$366K Buy
+2,600
New +$337K 0.24% 68

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Legacy Advisors's ZS Position: Q3 2026 in Review

Legacy Advisors increased its Zscaler (ZS) stake by 2.6% in Q3 2026, buying an estimated $8.69K and bringing the position to 1,997 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #206.

Legacy Advisors first reported a position in ZS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q2 2022. 358 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Legacy Advisors held 1,997 shares of Zscaler worth $398K as of Q3 2026.
  • Legacy Advisors bought 51 Zscaler shares in Q3 2026, an estimated $8.69K.
  • Zscaler made up 0.04% of Legacy Advisors's portfolio in Q3 2026, its #206 holding.
  • Legacy Advisors first reported a position in Zscaler in Q3 2020 and has held it in 24 quarters since.
  • Legacy Advisors's Zscaler position peaked at $1.02M in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.