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 Q2	$71.6K	Sell	507 -180	-26%	-$25.1K	0.02%	396
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Medallion Wealth Advisors's ZS Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Zscaler (ZS) stake by 26% in Q2 2026, selling an estimated $25.1K and leaving 507 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #396.

Medallion Wealth Advisors first reported a position in ZS in Q4 2024 and has held it in 7 quarters since. The position peaked at $306K in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Medallion Wealth Advisors held 507 shares of Zscaler worth $71.6K as of Q2 2026.
Medallion Wealth Advisors sold 180 Zscaler shares in Q2 2026, an estimated $25.1K.
Zscaler made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #396 holding.
Medallion Wealth Advisors first reported a position in Zscaler in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Zscaler position peaked at $306K in Q3 2025.
747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.