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Newbridge Financial Services Group’s Zscaler ZS Stock Holding History

Newbridge Financial Services Group’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 		$335K Sell
2,375
-1,639
-41% -$229K 0.04% 193
2026
Q1 		$563K Buy
4,014
+2,299
+134% +$408K 0.09% 139
2025
Q4 		$386K Sell
1,715
-453
-21% -$128K 0.06% 163
2025
Q3 		$650K Sell
2,168
-87
-4% -$24.8K 0.1% 154
2025
Q2 		$708K Buy
2,255
+515
+30% +$128K 0.11% 141
2025
Q1 		$345K Hold
1,740
– – 0.08% 144
2024
Q4 		$314K Sell
1,740
-20
-1% -$3.87K 0.08% 166
2024
Q3 		$301K Sell
1,760
-30
-2% -$5.48K 0.11% 122
2024
Q2 		$344K Buy
1,790
+100
+6% +$17.8K 0.13% 125
2024
Q1 		$326K Sell
1,690
-52
-3% -$11.6K 0.14% 132
2023
Q4 		$386K Hold
1,742
– – 0.19% 119
2023
Q3 		$271K Buy
1,742
+420
+32% +$63K 0.14% 150
2023
Q2 		$193K Buy
1,322
+95
+8% +$11.6K 0.09% 206
2023
Q1 		$143K Hold
1,227
– – 0.08% 254
2022
Q4 		$137K Sell
1,227
-300
-20% -$40.8K 0.08% 244
2022
Q3 		$251K Buy
1,527
+300
+24% +$49.1K 0.15% 155
2022
Q2 		$183K Sell
1,227
-101
-8% -$17.9K 0.11% 174
2022
Q1 		$320K Buy
1,328
+52
+4% +$12.8K 0.16% 128
2021
Q4 		$410K Sell
1,276
-8
-0.6% -$2.52K 0.19% 107
2021
Q3 		$337K Buy
1,284
+56
+5% +$14.1K 0.21% 110
2021
Q2 		$265K Buy
1,228
+8
+0.7% +$1.52K 0.16% 140
2021
Q1 		$209K Buy
1,220
+7
+0.6% +$1.39K 0.15% 153
2020
Q4 		$242K Buy
1,213
+1,033
+574% +$164K 0.2% 109
2020
Q3 		$25K Buy
+180
New +$23.4K 0.02% 450

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

Newbridge Financial Services Group's ZS Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Zscaler (ZS) stake by 41% in Q2 2026, selling an estimated $229K and leaving 2,375 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #193.

Newbridge Financial Services Group first reported a position in ZS in Q3 2020 and has held it in 24 quarters since. The position peaked at $708K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Newbridge Financial Services Group held 2,375 shares of Zscaler worth $335K as of Q2 2026.
  • Newbridge Financial Services Group sold 1,639 Zscaler shares in Q2 2026, an estimated $229K.
  • Zscaler made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #193 holding.
  • Newbridge Financial Services Group first reported a position in Zscaler in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Zscaler position peaked at $708K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.