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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
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 $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

Moneta Group Investment Advisors's ZS Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 990 shares — an estimated $223K sold.

Moneta Group Investment Advisors first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $260K in Q2 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 990 Zscaler shares in Q1 2026, an estimated $223K.
  • Moneta Group Investment Advisors first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Zscaler position peaked at $260K in Q2 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.