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PlanVest Financial’s Zscaler ZS Stock Holding History

PlanVest Financial’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 		$14.1K Buy
+100
New +$13.9K 0.01% 378

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

PlanVest Financial's ZS Position: Q2 2026 in Review

PlanVest Financial opened a new position in Zscaler (ZS) in Q2 2026: 100 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

724 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • PlanVest Financial held 100 shares of Zscaler worth $14.1K as of Q2 2026.
  • Zscaler was a new PlanVest Financial position in Q2 2026.
  • Zscaler made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #378 holding.
  • 724 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.