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Physician Wealth Advisors’s Zscaler ZS Stock Holding History

Physician Wealth Advisors’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 		$1.13K Sell
8
-3
-27% -$418 ﹤0.01% 1783
2026
Q1 		$1.54K Sell
11
-58
-84% -$10.3K ﹤0.01% 1465
2025
Q4 		$15.5K Buy
69
+53
+331% +$15K ﹤0.01% 649
2025
Q3 		$4.79K Buy
+16
New +$4.56K ﹤0.01% 935

Other funds holding ZS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
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
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Handelsbanken Fonder
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
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Physician Wealth Advisors's ZS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Zscaler (ZS) stake by 27% in Q2 2026, selling an estimated $418 and leaving 8 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Physician Wealth Advisors first reported a position in ZS in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.5K in Q4 2025. 119 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Physician Wealth Advisors held 8 shares of Zscaler worth $1.13K as of Q2 2026.
  • Physician Wealth Advisors sold 3 Zscaler shares in Q2 2026, an estimated $418.
  • Zscaler made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1783 holding.
  • Physician Wealth Advisors first reported a position in Zscaler in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Zscaler position peaked at $15.5K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.