RFP
ZS icon

Root Financial Partners’s Zscaler ZS Stock Holding History

Root Financial Partners’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 		– Sell
-20
Closed -$2.81K – 3260
2026
Q1 		$2.81K Sell
20
-66
-77% -$11.7K ﹤0.01% 2179
2025
Q4 		$19.3K Sell
86
-2
-2% -$565 ﹤0.01% 1204
2025
Q3 		$26.4K Buy
+88
New +$25.1K ﹤0.01% 970

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

Root Financial Partners's ZS Position: Q2 2026 in Review

Root Financial Partners sold out of Zscaler (ZS) in Q2 2026, closing a stake of 20 shares — an estimated $2.81K sold.

Root Financial Partners first reported a position in ZS in Q3 2025 and held it in 3 quarters. The position peaked at $26.4K in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Root Financial Partners reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Zscaler shares in Q2 2026, an estimated $2.81K.
  • Root Financial Partners first reported a position in Zscaler in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Zscaler position peaked at $26.4K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.