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Mount Yale Investment Advisors’s Zscaler ZS Stock Holding History

Mount Yale 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 		$274K Sell
1,942
-37
-2% -$5.16K 0.01% 1011
2026
Q1 		$278K Buy
+1,979
New +$351K 0.01% 925
2025
Q4 		– Sell
-1,928
Closed -$578K – 810
2025
Q3 		$578K Buy
1,928
+1,857
+2,615% +$529K 0.04% 392
2025
Q2 		$22.3K Buy
+71
New +$17.7K ﹤0.01% 1022

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 Yale Investment Advisors's ZS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Zscaler (ZS) stake by 1.9% in Q2 2026, selling an estimated $5.16K and leaving 1,942 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1011.

Mount Yale Investment Advisors first reported a position in ZS in Q2 2025 and has held it in 4 quarters since. The position peaked at $578K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Mount Yale Investment Advisors held 1,942 shares of Zscaler worth $274K as of Q2 2026.
  • Mount Yale Investment Advisors sold 37 Zscaler shares in Q2 2026, an estimated $5.16K.
  • Zscaler made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1011 holding.
  • Mount Yale Investment Advisors first reported a position in Zscaler in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Zscaler position peaked at $578K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.