Private Wealth Management Group’s Zscaler ZS Stock Holding History

Private Wealth Management 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 Q2	$3.67K	Sell	26 -23	-47%	-$3.21K	﹤0.01%	959
2026 Q1	$6.88K	Buy	49 +39	+390%	+$6.92K	﹤0.01%	652
2025 Q4	$2.25K	Hold	10	–	–	﹤0.01%	1046
2025 Q3	$3K	Hold	10	–	–	﹤0.01%	979
2025 Q2	$3.14K	Hold	10	–	–	﹤0.01%	942
2025 Q1	$1.99K	Hold	10	–	–	﹤0.01%	1060
2024 Q4	$1.8K	Hold	10	–	–	﹤0.01%	1118
2024 Q3	$1.71K	Hold	10	–	–	﹤0.01%	1124
2024 Q2	$1.92K	Hold	10	–	–	﹤0.01%	1060
2024 Q1	$1.93K	Hold	10	–	–	﹤0.01%	987
2023 Q4	$2.22K	Buy	+10	New	+$1.85K	﹤0.01%	938

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Private Wealth Management Group's ZS Position: Q2 2026 in Review

Private Wealth Management Group reduced its Zscaler (ZS) stake by 47% in Q2 2026, selling an estimated $3.21K and leaving 26 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Private Wealth Management Group first reported a position in ZS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.88K in Q1 2026. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Private Wealth Management Group held 26 shares of Zscaler worth $3.67K as of Q2 2026.
Private Wealth Management Group sold 23 Zscaler shares in Q2 2026, an estimated $3.21K.
Zscaler made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #959 holding.
Private Wealth Management Group first reported a position in Zscaler in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Zscaler position peaked at $6.88K in Q1 2026.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.