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Legacy Capital Group California’s Zscaler ZS Stock Holding History

Legacy Capital Group California’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 		– Sell
-4,309
Closed -$605K – 333
2026
Q1 		$605K Buy
+4,309
New +$764K 0.23% 148
2024
Q1 		– Sell
-4,977
Closed -$1.1M – 323
2023
Q4 		$1.1M Buy
+4,977
New +$922K 0.43% 46

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

Legacy Capital Group California's ZS Position: Q2 2026 in Review

Legacy Capital Group California sold out of Zscaler (ZS) in Q2 2026, closing a stake of 4,309 shares — an estimated $605K sold.

Legacy Capital Group California first reported a position in ZS in Q4 2023 and held it in 2 quarters. The position peaked at $1.1M in Q4 2023. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Legacy Capital Group California reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 4,309 Zscaler shares in Q2 2026, an estimated $605K.
  • Legacy Capital Group California first reported a position in Zscaler in Q4 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Zscaler position peaked at $1.1M in Q4 2023.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.