N.E.W. Advisory Services’s Zscaler ZS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.53K Sell
25
-42
-63% -$5.86K ﹤0.01% 783
2026
Q1
$9.4K Sell
67
-40
-37% -$7.09K ﹤0.01% 648
2025
Q4
$24.1K Sell
107
-30
-22% -$8.47K ﹤0.01% 465
2025
Q3
$41.1K Sell
137
-10
-7% -$2.85K ﹤0.01% 345
2025
Q2
$46.1K Hold
147
﹤0.01% 324
2025
Q1
$29.2K Buy
+147
New +$29.3K ﹤0.01% 442

Other funds holding ZS

N.E.W. Advisory Services's ZS Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Zscaler (ZS) stake by 63% in Q2 2026, selling an estimated $5.86K and leaving 25 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

N.E.W. Advisory Services first reported a position in ZS in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.1K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • N.E.W. Advisory Services held 25 shares of Zscaler worth $3.53K as of Q2 2026.
  • N.E.W. Advisory Services sold 42 Zscaler shares in Q2 2026, an estimated $5.86K.
  • Zscaler made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #783 holding.
  • N.E.W. Advisory Services first reported a position in Zscaler in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Zscaler position peaked at $46.1K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.