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Northwest Wealth Management’s Zscaler ZS Stock Holding History

Northwest Wealth Management’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
-980
Closed -$220K – 280
2025
Q4 		$220K Sell
980
-69
-7% -$19.5K 0.03% 228
2025
Q3 		$314K Buy
1,049
+408
+64% +$116K 0.05% 150
2025
Q2 		$201K Buy
+641
New +$160K 0.04% 199

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest Wealth Management's ZS Position: Q1 2026 in Review

Northwest Wealth Management sold out of Zscaler (ZS) in Q1 2026, closing a stake of 980 shares — an estimated $220K sold.

Northwest Wealth Management first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $314K in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Northwest Wealth Management reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 980 Zscaler shares in Q1 2026, an estimated $220K.
  • Northwest Wealth Management first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
  • Northwest Wealth Management's Zscaler position peaked at $314K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Northwest Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.