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Navis Wealth Advisors’s Zscaler ZS Stock Holding History

Navis Wealth 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
Q1 		– Sell
-22,184
Closed -$4.99M – 209
2025
Q4 		$4.99M Hold
22,184
– – 2.11% 7
2025
Q3 		$6.65M Sell
22,184
-7
-0% -$2K 4.97% 5
2025
Q2 		$6.97M Hold
22,191
– – 5.87% 4
2025
Q1 		$4.4M Buy
22,191
+12
+0.1% +$2.39K 4.32% 5
2024
Q4 		$4M Hold
22,179
– – 4.37% 5
2024
Q3 		$3.79M Hold
22,179
– – 4.1% 4
2024
Q2 		$4.26M Buy
22,179
+8,499
+62% +$1.51M 4.89% 4
2024
Q1 		$2.64M Hold
13,680
– – 3.16% 6
2023
Q4 		$3.03M Hold
13,680
– – 3.95% 5
2023
Q3 		$2.13M Hold
13,680
– – 3.08% 6
2023
Q2 		$2M Buy
+13,680
New +$1.67M 1.84% 6

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Navis Wealth Advisors's ZS Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 22,184 shares — an estimated $4.99M sold.

Navis Wealth Advisors first reported a position in ZS in Q2 2023 and held it in 11 quarters. The position peaked at $6.97M in Q2 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Navis Wealth Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 22,184 Zscaler shares in Q1 2026, an estimated $4.99M.
  • Navis Wealth Advisors first reported a position in Zscaler in Q2 2023 and held it in 11 quarters.
  • Navis Wealth Advisors's Zscaler position peaked at $6.97M in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.