One Wealth Management Investment & Advisory Services’s Zscaler ZS Stock Holding History

One Wealth Management Investment & Advisory Services’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	$288K	Sell	2,037 -963	-32%	-$134K	0.3%	40
2026 Q1	$421K	Sell	3,000 -11	-0.4%	-$1.95K	0.51%	32
2025 Q4	$677K	Sell	3,011 -9	-0.3%	-$2.54K	0.74%	24
2025 Q3	$905K	Buy	3,020 +15	+0.5%	+$4.28K	1.05%	19
2025 Q2	$943K	Buy	3,005 +28	+0.9%	+$6.98K	1.22%	16
2025 Q1	$591K	Buy	2,977 +13	+0.4%	+$2.59K	0.98%	19
2024 Q4	$535K	Sell	2,964 -282	-9%	-$54.6K	0.85%	20
2024 Q3	$555K	Sell	3,246 -51	-2%	-$9.31K	0.97%	19
2024 Q2	$634K	Sell	3,297 -12	-0.4%	-$2.14K	0.25%	57
2024 Q1	$637K	Sell	3,309 -2,000	-38%	-$447K	0.26%	58
2023 Q4	$1.18M	Buy	+5,309	New	+$983K	0.52%	40

Other funds holding ZS

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ZS Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Zscaler (ZS) stake by 32% in Q2 2026, selling an estimated $134K and leaving 2,037 shares worth $288K. The position accounts for 0.3% of the portfolio, ranked #40.

One Wealth Management Investment & Advisory Services first reported a position in ZS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2023. 172 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

One Wealth Management Investment & Advisory Services held 2,037 shares of Zscaler worth $288K as of Q2 2026.
One Wealth Management Investment & Advisory Services sold 963 Zscaler shares in Q2 2026, an estimated $134K.
Zscaler made up 0.3% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #40 holding.
One Wealth Management Investment & Advisory Services first reported a position in Zscaler in Q4 2023 and has held it in 11 quarters since.
One Wealth Management Investment & Advisory Services's Zscaler position peaked at $1.18M in Q4 2023.
172 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.