NW
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NewEdge Wealth’s Zscaler ZS Stock Holding History

NewEdge Wealth’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
-1,731
Closed -$243K – 1276
2026
Q1 		$243K Sell
1,731
-358
-17% -$63.5K ﹤0.01% 1022
2025
Q4 		$470K Buy
2,089
+91
+5% +$25.7K 0.01% 865
2025
Q3 		$647K Buy
1,998
+256
+15% +$73K 0.01% 674
2025
Q2 		$475K Buy
1,742
+511
+42% +$127K 0.01% 725
2025
Q1 		$244K Sell
1,231
-6,578
-84% -$1.31M ﹤0.01% 824
2024
Q4 		$1.41M Sell
7,809
-843
-10% -$163K 0.02% 425
2024
Q3 		$1.48M Buy
+8,652
New +$1.58M 0.03% 398

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 Wealth's ZS Position: Q2 2026 in Review

NewEdge Wealth sold out of Zscaler (ZS) in Q2 2026, closing a stake of 1,731 shares — an estimated $243K sold.

NewEdge Wealth first reported a position in ZS in Q3 2024 and held it in 7 quarters. The position peaked at $1.48M in Q3 2024. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • NewEdge Wealth reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • NewEdge Wealth sold 1,731 Zscaler shares in Q2 2026, an estimated $243K.
  • NewEdge Wealth first reported a position in Zscaler in Q3 2024 and held it in 7 quarters.
  • NewEdge Wealth's Zscaler position peaked at $1.48M in Q3 2024.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.