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Palumbo Wealth Management’s Zscaler ZS Stock Holding History

Palumbo 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
Q2 		$285K Buy
2,018
+22
+1% +$3.07K 0.06% 197
2026
Q1 		$280K Buy
1,996
+330
+20% +$58.5K 0.07% 181
2025
Q4 		$375K Buy
1,666
+103
+7% +$29.1K 0.09% 153
2025
Q3 		$468K Buy
1,563
+296
+23% +$84.4K 0.15% 95
2025
Q2 		$398K Sell
1,267
-13
-1% -$3.24K 0.12% 123
2025
Q1 		$254K Buy
+1,280
New +$255K 0.08% 148

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

Palumbo Wealth Management's ZS Position: Q2 2026 in Review

Palumbo Wealth Management increased its Zscaler (ZS) stake by 1.1% in Q2 2026, buying an estimated $3.07K and bringing the position to 2,018 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #197.

Palumbo Wealth Management first reported a position in ZS in Q1 2025 and has held it in 6 quarters since. The position peaked at $468K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Palumbo Wealth Management held 2,018 shares of Zscaler worth $285K as of Q2 2026.
  • Palumbo Wealth Management bought 22 Zscaler shares in Q2 2026, an estimated $3.07K.
  • Zscaler made up 0.06% of Palumbo Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Palumbo Wealth Management first reported a position in Zscaler in Q1 2025 and has held it in 6 quarters since.
  • Palumbo Wealth Management's Zscaler position peaked at $468K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.