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NewEdge Advisors’s Zscaler ZS Stock Holding History

NewEdge 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 		$653K Buy
4,626
+336
+8% +$46.8K ﹤0.01% 1957
2026
Q1 		$602K Sell
4,290
-287
-6% -$50.9K ﹤0.01% 1835
2025
Q4 		$1.03M Sell
4,577
-1,802
-28% -$509K ﹤0.01% 1470
2025
Q3 		$1.91M Buy
6,379
+1,391
+28% +$397K 0.01% 1036
2025
Q2 		$1.57M Buy
4,988
+89
+2% +$22.2K 0.01% 1049
2025
Q1 		$972K Buy
4,899
+370
+8% +$73.7K 0.01% 1198
2024
Q4 		$817K Sell
4,529
-2,242
-33% -$434K ﹤0.01% 1270
2024
Q3 		$1.16M Sell
6,771
-1,228
-15% -$224K 0.01% 1037
2024
Q2 		$1.54M Sell
7,999
-1,497
-16% -$266K 0.01% 870
2024
Q1 		$1.83M Buy
9,496
+7,012
+282% +$1.57M 0.02% 733
2023
Q4 		$550K Buy
2,484
+1,616
+186% +$299K 0.01% 1233
2023
Q3 		$135K Buy
868
+58
+7% +$8.7K ﹤0.01% 1739
2023
Q2 		$119K Buy
810
+43
+6% +$5.25K ﹤0.01% 1798
2023
Q1 		$89.6K Sell
767
-321
-30% -$38.5K ﹤0.01% 1783
2022
Q4 		$27.4K Buy
+1,088
New +$148K ﹤0.01% 2004
2022
Q1 		– Sell
-4,511
Closed -$1.45M – 1684
2021
Q4 		$1.45M Sell
4,511
-807
-15% -$254K 0.02% 568
2021
Q3 		$1.39M Buy
5,318
+475
+10% +$119K 0.03% 418
2021
Q2 		$1.05M Buy
4,843
+1,227
+34% +$233K 0.03% 488
2021
Q1 		$621K Buy
3,616
+143
+4% +$28.4K 0.02% 608
2020
Q4 		$694K Buy
3,473
+57
+2% +$9.06K 0.02% 511
2020
Q3 		$481K Sell
3,416
-73
-2% -$9.47K 0.02% 586
2020
Q2 		$382K Buy
+3,489
New +$290K 0.01% 609

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

NewEdge Advisors's ZS Position: Q2 2026 in Review

NewEdge Advisors increased its Zscaler (ZS) stake by 7.8% in Q2 2026, buying an estimated $46.8K and bringing the position to 4,626 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

NewEdge Advisors first reported a position in ZS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • NewEdge Advisors held 4,626 shares of Zscaler worth $653K as of Q2 2026.
  • NewEdge Advisors bought 336 Zscaler shares in Q2 2026, an estimated $46.8K.
  • Zscaler made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1957 holding.
  • NewEdge Advisors first reported a position in Zscaler in Q2 2020 and has held it in 22 quarters since.
  • NewEdge Advisors's Zscaler position peaked at $1.91M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

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