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Montag & Associates’s Zscaler ZS Stock Holding History

Montag & Associates’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 		$7.2K Hold
51
– – ﹤0.01% 791
2026
Q1 		$7.16K Sell
51
-44
-46% -$7.8K ﹤0.01% 775
2025
Q4 		$21.4K Sell
95
-60
-39% -$16.9K ﹤0.01% 694
2025
Q3 		$46.4K Buy
155
+2
+1% +$570 ﹤0.01% 609
2025
Q2 		$48K Hold
153
– – ﹤0.01% 591
2025
Q1 		$30.4K Sell
153
-7
-4% -$1.4K ﹤0.01% 673
2024
Q4 		$28.9K Hold
160
– – ﹤0.01% 679
2024
Q3 		$27.4K Sell
160
-18
-10% -$3.29K ﹤0.01% 695
2024
Q2 		$34.2K Hold
178
– – ﹤0.01% 642
2024
Q1 		$34.3K Sell
178
-207
-54% -$46.3K ﹤0.01% 638
2023
Q4 		$85.3K Buy
385
+222
+136% +$41.1K ﹤0.01% 488
2023
Q3 		$25.4K Hold
163
– – ﹤0.01% 641
2023
Q2 		$23.8K Hold
163
– – ﹤0.01% 658
2023
Q1 		$19K Buy
163
+93
+133% +$11.2K ﹤0.01% 673
2022
Q4 		$7.83K Sell
70
-33
-32% -$4.48K ﹤0.01% 764
2022
Q3 		$17K Hold
103
– – ﹤0.01% 682
2022
Q2 		$15K Hold
103
– – ﹤0.01% 665
2022
Q1 		$25K Buy
103
+11
+12% +$2.7K ﹤0.01% 652
2021
Q4 		$30K Buy
92
+22
+31% +$6.93K ﹤0.01% 640
2021
Q3 		$18K Hold
70
– – ﹤0.01% 680
2021
Q2 		$15K Buy
70
+2
+3% +$380 ﹤0.01% 693
2021
Q1 		$12K Buy
68
+1
+1% +$199 ﹤0.01% 715
2020
Q4 		$13K Buy
+67
New +$10.7K ﹤0.01% 690

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

Montag & Associates's ZS Position: Q2 2026 in Review

Montag & Associates held its Zscaler (ZS) position steady in Q2 2026 at 51 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Montag & Associates first reported a position in ZS in Q4 2020 and has held it in 23 quarters since. The position peaked at $85.3K in Q4 2023. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Montag & Associates held 51 shares of Zscaler worth $7.2K as of Q2 2026.
  • Montag & Associates left its Zscaler share count unchanged in Q2 2026.
  • Zscaler made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #791 holding.
  • Montag & Associates first reported a position in Zscaler in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Zscaler position peaked at $85.3K in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.