MPWM Advisory Solutions’s Zscaler ZS Stock Holding History

MPWM Advisory Solutions’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	-18	Closed	-$2.52K	–	607
2026 Q1	$2.52K	Hold	18	–	–	﹤0.01%	467
2025 Q4	$4.05K	Buy	+18	New	+$5.08K	﹤0.01%	403

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MPWM Advisory Solutions's ZS Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Zscaler (ZS) in Q2 2026, closing a stake of 18 shares — an estimated $2.52K sold.

MPWM Advisory Solutions first reported a position in ZS in Q4 2025 and held it in 2 quarters. The position peaked at $4.05K in Q4 2025. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

MPWM Advisory Solutions reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 18 Zscaler shares in Q2 2026, an estimated $2.52K.
MPWM Advisory Solutions first reported a position in Zscaler in Q4 2025 and held it in 2 quarters.
MPWM Advisory Solutions's Zscaler position peaked at $4.05K in Q4 2025.
742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.