MWM
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Mission Wealth Management’s Zscaler ZS Stock Holding History

Mission Wealth Management’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 		$808K Sell
5,723
-485
-8% -$67.6K 0.01% 541
2026
Q1 		$871K Sell
6,208
-309
-5% -$54.8K 0.02% 352
2025
Q4 		$1.47M Buy
6,517
+252
+4% +$71.1K 0.03% 264
2025
Q3 		$1.88M Buy
6,265
+71
+1% +$20.2K 0.04% 225
2025
Q2 		$1.94M Buy
6,194
+3
+0% +$748 0.04% 213
2025
Q1 		$1.23M Buy
+6,191
New +$1.23M 0.03% 262

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mission Wealth Management's ZS Position: Q2 2026 in Review

Mission Wealth Management reduced its Zscaler (ZS) stake by 7.8% in Q2 2026, selling an estimated $67.6K and leaving 5,723 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #541.

Mission Wealth Management first reported a position in ZS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Mission Wealth Management held 5,723 shares of Zscaler worth $808K as of Q2 2026.
  • Mission Wealth Management sold 485 Zscaler shares in Q2 2026, an estimated $67.6K.
  • Zscaler made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Mission Wealth Management first reported a position in Zscaler in Q1 2025 and has held it in 6 quarters since.
  • Mission Wealth Management's Zscaler position peaked at $1.94M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.