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Moneta Group Investment Advisors’s Zscaler ZS Stock Holding History

Moneta Group Investment 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 		$226K Buy
+1,603
New +$223K ﹤0.01% 793
2026
Q1 		– Sell
-990
Closed -$223K – 865
2025
Q4 		$223K Buy
990
+136
+16% +$38.4K ﹤0.01% 737
2025
Q3 		$256K Buy
854
+26
+3% +$7.41K ﹤0.01% 667
2025
Q2 		$260K Buy
+828
New +$206K ﹤0.01% 600

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

Moneta Group Investment Advisors's ZS Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Zscaler (ZS) in Q2 2026: 1,603 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in ZS as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in ZS in Q2 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Moneta Group Investment Advisors held 1,603 shares of Zscaler worth $226K as of Q2 2026.
  • Zscaler was a new Moneta Group Investment Advisors position in Q2 2026.
  • Zscaler made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #793 holding.
  • Moneta Group Investment Advisors first reported a position in Zscaler in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Zscaler position peaked at $260K in Q2 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.