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Norris Financial Group’s Zscaler ZS Stock Holding History

Norris Financial 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
2022
Q2 		– Sell
-963
Closed -$232K – 93
2022
Q1 		$232K Sell
963
-26
-3% -$6.39K 0.14% 70
2021
Q4 		$318K Sell
989
-108
-10% -$34K 0.19% 65
2021
Q3 		$288K Buy
1,097
+66
+6% +$16.6K 0.19% 68
2021
Q2 		$223K Buy
+1,031
New +$196K 0.15% 77

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norris Financial Group's ZS Position: Q2 2022 in Review

Norris Financial Group sold out of Zscaler (ZS) in Q2 2022, closing a stake of 963 shares — an estimated $232K sold.

Norris Financial Group first reported a position in ZS in Q2 2021 and held it in 4 quarters. The position peaked at $318K in Q4 2021. 593 funds tracked by Wall St. Rank hold ZS as of Q2 2022.

  • Norris Financial Group reported no remaining Zscaler position as of Q2 2022 after selling out during the quarter.
  • Norris Financial Group sold 963 Zscaler shares in Q2 2022, an estimated $232K.
  • Norris Financial Group first reported a position in Zscaler in Q2 2021 and held it in 4 quarters.
  • Norris Financial Group's Zscaler position peaked at $318K in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Zscaler as of Q2 2022.

Based on Norris Financial Group's 13F filing for Q2 2022, filed 20 May 2026.