Perigon Wealth Management’s Zscaler ZS Stock Holding History

Perigon 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	$304K	Sell	2,156 -29	-1%	-$4.04K	﹤0.01%	1109
2026 Q1	$307K	Buy	2,185 +879	+67%	+$156K	0.01%	1011
2025 Q4	$294K	Sell	1,306 -495	-27%	-$140K	0.01%	1028
2025 Q3	$540K	Buy	+1,801	New	+$513K	0.01%	712
2024 Q1	–	Sell	-5,004	Closed	-$1.11M	–	938
2023 Q4	$1.11M	Buy	+5,004	New	+$927K	0.04%	319
2022 Q1	–	Sell	-653	Closed	-$210K	–	653
2021 Q4	$210K	Buy	+653	New	+$206K	0.02%	551
2021 Q1	–	Sell	-757	Closed	-$151K	–	1066
2020 Q4	$151K	Buy	+757	New	+$120K	0.02%	460

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Perigon Wealth Management reduced its Zscaler (ZS) stake by 1.3% in Q2 2026, selling an estimated $4.04K and leaving 2,156 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Perigon Wealth Management first reported a position in ZS in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2023. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Perigon Wealth Management held 2,156 shares of Zscaler worth $304K as of Q2 2026.
Perigon Wealth Management sold 29 Zscaler shares in Q2 2026, an estimated $4.04K.
Zscaler made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1109 holding.
Perigon Wealth Management first reported a position in Zscaler in Q4 2020 and has held it in 7 quarters since.
Perigon Wealth Management's Zscaler position peaked at $1.11M in Q4 2023.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.