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Menard Financial Group’s Zscaler ZS Stock Holding History

Menard Financial Group’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
-954
Closed -$215K – 87
2025
Q4 		$215K Hold
954
– – 0.15% 79
2025
Q3 		$286K Sell
954
-924
-49% -$263K 0.19% 73
2025
Q2 		$590K Sell
1,878
-32
-2% -$7.98K 0.35% 55
2025
Q1 		$445K Buy
+1,910
New +$381K 0.29% 62
2022
Q1 		– Sell
-694
Closed -$223K – 157
2021
Q4 		$223K Sell
694
-175
-20% -$55.1K 0.18% 135
2021
Q3 		$228K Buy
+869
New +$218K 0.2% 146

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

Menard Financial Group's ZS Position: Q1 2026 in Review

Menard Financial Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 954 shares — an estimated $215K sold.

Menard Financial Group first reported a position in ZS in Q3 2021 and held it in 6 quarters. The position peaked at $590K in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Menard Financial Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Menard Financial Group sold 954 Zscaler shares in Q1 2026, an estimated $215K.
  • Menard Financial Group first reported a position in Zscaler in Q3 2021 and held it in 6 quarters.
  • Menard Financial Group's Zscaler position peaked at $590K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Menard Financial Group's 13F filing for Q1 2026, filed 14 May 2026.