PWA
ZS icon

Provenance Wealth Advisors’s Zscaler ZS Stock Holding History

Provenance Wealth Advisors’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 		$71.3K Hold
505
– – 0.01% 205
2026
Q1 		$70.8K Hold
505
– – 0.01% 183
2025
Q4 		$114K Sell
505
-75
-13% -$21.2K 0.01% 143
2025
Q3 		$174K Hold
580
– – 0.02% 128
2025
Q2 		$182K Hold
580
– – 0.03% 126
2025
Q1 		$115K Hold
580
– – 0.02% 172
2024
Q4 		$105K Hold
580
– – 0.01% 183
2024
Q3 		$99.1K Hold
580
– – 0.01% 191
2024
Q2 		$111K Hold
580
– – 0.02% 168
2024
Q1 		$112K Buy
580
+25
+5% +$5.59K 0.02% 176
2023
Q4 		$123K Hold
555
– – 0.02% 154
2023
Q3 		$86.4K Buy
+555
New +$83.2K 0.01% 151

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

Provenance Wealth Advisors's ZS Position: Q2 2026 in Review

Provenance Wealth Advisors held its Zscaler (ZS) position steady in Q2 2026 at 505 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #205.

Provenance Wealth Advisors first reported a position in ZS in Q3 2023 and has held it in 12 quarters since. The position peaked at $182K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Provenance Wealth Advisors held 505 shares of Zscaler worth $71.3K as of Q2 2026.
  • Provenance Wealth Advisors left its Zscaler share count unchanged in Q2 2026.
  • Zscaler made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Provenance Wealth Advisors first reported a position in Zscaler in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Zscaler position peaked at $182K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.