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MBM Wealth Consultants’s Zscaler ZS Stock Holding History

MBM Wealth Consultants’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 		$572K Buy
4,049
+1,080
+36% +$151K 0.11% 79
2026
Q1 		$417K Buy
2,969
+367
+14% +$65.1K 0.1% 92
2025
Q4 		$585K Buy
2,602
+59
+2% +$16.7K 0.14% 64
2025
Q3 		$762K Sell
2,543
-381
-13% -$109K 0.19% 60
2025
Q2 		$918K Buy
2,924
+676
+30% +$169K 0.25% 56
2025
Q1 		$446K Buy
2,248
+208
+10% +$41.4K 0.13% 68
2024
Q4 		$371K Buy
+2,040
New +$395K 0.11% 76

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

MBM Wealth Consultants's ZS Position: Q2 2026 in Review

MBM Wealth Consultants increased its Zscaler (ZS) stake by 36% in Q2 2026, buying an estimated $151K and bringing the position to 4,049 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #79.

MBM Wealth Consultants first reported a position in ZS in Q4 2024 and has held it in 7 quarters since. The position peaked at $918K in Q2 2025. 260 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • MBM Wealth Consultants held 4,049 shares of Zscaler worth $572K as of Q2 2026.
  • MBM Wealth Consultants bought 1,080 Zscaler shares in Q2 2026, an estimated $151K.
  • Zscaler made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #79 holding.
  • MBM Wealth Consultants first reported a position in Zscaler in Q4 2024 and has held it in 7 quarters since.
  • MBM Wealth Consultants's Zscaler position peaked at $918K in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.