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Poinciana Advisors Group’s Zscaler ZS Stock Holding History

Poinciana Advisors Group’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 		– Sell
-962
Closed -$216K – 157
2025
Q4 		$216K Sell
962
-208
-18% -$58.7K 0.17% 124
2025
Q3 		$351K Sell
1,170
-96
-8% -$27.4K 0.3% 61
2025
Q2 		$397K Buy
1,266
+105
+9% +$26.2K 0.36% 47
2025
Q1 		$230K Sell
1,161
-335
-22% -$66.8K 0.24% 75
2024
Q4 		$270K Buy
+1,496
New +$290K 0.27% 69

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Poinciana Advisors Group's ZS Position: Q1 2026 in Review

Poinciana Advisors Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 962 shares — an estimated $216K sold.

Poinciana Advisors Group first reported a position in ZS in Q4 2024 and held it in 5 quarters. The position peaked at $397K in Q2 2025. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Poinciana Advisors Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 962 Zscaler shares in Q1 2026, an estimated $216K.
  • Poinciana Advisors Group first reported a position in Zscaler in Q4 2024 and held it in 5 quarters.
  • Poinciana Advisors Group's Zscaler position peaked at $397K in Q2 2025.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Poinciana Advisors Group's 13F filing for Q1 2026, filed 16 Apr 2026.