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Liberty Square Wealth Partners’s Zscaler ZS Stock Holding History

Liberty Square Wealth Partners’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
-1,160
Closed -$261K – 148
2025
Q4 		$261K Hold
1,160
– – 0.07% 121
2025
Q3 		$348K Hold
1,160
– – 0.11% 104
2025
Q2 		$364K Hold
1,160
– – 0.13% 99
2025
Q1 		$230K Hold
1,160
– – 0.09% 132
2024
Q4 		$247K Buy
+1,160
New +$225K 0.09% 130

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Square Wealth Partners's ZS Position: Q1 2026 in Review

Liberty Square Wealth Partners sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,160 shares — an estimated $261K sold.

Liberty Square Wealth Partners first reported a position in ZS in Q4 2024 and held it in 5 quarters. The position peaked at $364K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Liberty Square Wealth Partners reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 1,160 Zscaler shares in Q1 2026, an estimated $261K.
  • Liberty Square Wealth Partners first reported a position in Zscaler in Q4 2024 and held it in 5 quarters.
  • Liberty Square Wealth Partners's Zscaler position peaked at $364K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.