MOR Wealth Management’s Zscaler ZS Stock Holding History

MOR 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 Q1	–	Sell	-1,308	Closed	-$294K	–	114
2025 Q4	$294K	Buy	+1,308	New	+$369K	0.13%	76

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOR Wealth Management's ZS Position: Q1 2026 in Review

MOR Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,308 shares — an estimated $294K sold.

MOR Wealth Management first reported a position in ZS in Q4 2025 and held it in 1 quarter. The position peaked at $294K in Q4 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

MOR Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
MOR Wealth Management sold 1,308 Zscaler shares in Q1 2026, an estimated $294K.
MOR Wealth Management first reported a position in Zscaler in Q4 2025 and held it in 1 quarter.
MOR Wealth Management's Zscaler position peaked at $294K in Q4 2025.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on MOR Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.