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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Zscaler (ZS) stake by 120% in Q1 2026, buying an estimated $12.9K and bringing the position to 134 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Pinnacle Wealth Planning Services first reported a position in ZS in Q4 2020 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 134 shares of Zscaler worth $18.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 73 Zscaler shares in Q1 2026, an estimated $12.9K.
  • Zscaler made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1719 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zscaler in Q4 2020 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.