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Pinnacle Wealth Planning Services’s Zscaler ZS Stock Holding History

Pinnacle Wealth Planning 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 		$27.1K Buy
192
+58
+43% +$8.09K ﹤0.01% 1639
2026
Q1 		$18.8K Buy
134
+73
+120% +$12.9K ﹤0.01% 1719
2025
Q4 		$13.7K Buy
+61
New +$17.2K ﹤0.01% 1889
2021
Q1 		– Sell
-13
Closed -$3K – 2012
2020
Q4 		$3K Buy
+13
New +$2.07K ﹤0.01% 1876

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

Pinnacle Wealth Planning Services's ZS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Zscaler (ZS) stake by 43% in Q2 2026, buying an estimated $8.09K and bringing the position to 192 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Pinnacle Wealth Planning Services first reported a position in ZS in Q4 2020 and has held it in 4 quarters since. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 192 shares of Zscaler worth $27.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 58 Zscaler shares in Q2 2026, an estimated $8.09K.
  • Zscaler made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1639 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zscaler in Q4 2020 and has held it in 4 quarters since.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.