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Mount Lucas Management’s Zscaler ZS Stock Holding History

Mount Lucas 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 		– Sell
-888
Closed -$125K – 187
2026
Q1 		$125K Buy
888
+40
+5% +$7.09K 0.05% 164
2025
Q4 		$191K Sell
848
-15
-2% -$4.23K 0.08% 170
2025
Q3 		$259K Sell
863
-68
-7% -$19.4K 0.11% 157
2025
Q2 		$292K Buy
+931
New +$232K 0.12% 149
2025
Q1 		– Sell
-836
Closed -$151K – 190
2024
Q4 		$151K Sell
836
-177
-17% -$34.3K 0.05% 131
2024
Q3 		$173K Buy
1,013
+24
+2% +$4.38K 0.06% 143
2024
Q2 		$190K Sell
989
-20
-2% -$3.56K 0.05% 145
2024
Q1 		$194K Sell
1,009
-90
-8% -$20.1K 0.05% 143
2023
Q4 		$243K Buy
+1,099
New +$204K 0.07% 135
2022
Q4 		– Sell
-873
Closed -$143K – 127
2022
Q3 		$143K Sell
873
-19
-2% -$3.11K 0.05% 92
2022
Q2 		$133K Buy
892
+85
+11% +$15K 0.04% 89
2022
Q1 		$195K Buy
807
+49
+6% +$12K 0.06% 106
2021
Q4 		$244K Buy
+758
New +$239K 0.07% 124

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

Mount Lucas Management's ZS Position: Q2 2026 in Review

Mount Lucas Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 888 shares — an estimated $125K sold.

Mount Lucas Management first reported a position in ZS in Q4 2021 and held it in 13 quarters. The position peaked at $292K in Q2 2025. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Mount Lucas Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Mount Lucas Management sold 888 Zscaler shares in Q2 2026, an estimated $125K.
  • Mount Lucas Management first reported a position in Zscaler in Q4 2021 and held it in 13 quarters.
  • Mount Lucas Management's Zscaler position peaked at $292K in Q2 2025.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.