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Medallion Wealth Advisors’s Zscaler ZS Stock Holding History

Medallion Wealth 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
Q1 		$96.4K Sell
687
-615
-47% -$109K 0.03% 365
2025
Q4 		$293K Buy
1,302
+282
+28% +$79.6K 0.1% 190
2025
Q3 		$306K Buy
1,020
+221
+28% +$63K 0.11% 178
2025
Q2 		$247K Hold
799
– – 0.1% 201
2025
Q1 		$160K Hold
799
– – 0.07% 228
2024
Q4 		$147K Buy
+799
New +$155K 0.07% 230

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's ZS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Zscaler (ZS) stake by 47% in Q1 2026, selling an estimated $109K and leaving 687 shares worth $96.4K. The position accounts for 0.03% of the portfolio, ranked #365.

Medallion Wealth Advisors first reported a position in ZS in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Medallion Wealth Advisors held 687 shares of Zscaler worth $96.4K as of Q1 2026.
  • Medallion Wealth Advisors sold 615 Zscaler shares in Q1 2026, an estimated $109K.
  • Zscaler made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #365 holding.
  • Medallion Wealth Advisors first reported a position in Zscaler in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Zscaler position peaked at $306K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.