SageView Advisory Group’s Zscaler ZS Stock Holding History

SageView Advisory 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	-19	Closed	-$4.27K	–	2491
2025 Q4	$4.27K	Buy	+19	New	+$5.36K	﹤0.01%	2008

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SageView Advisory Group's ZS Position: Q1 2026 in Review

SageView Advisory Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 19 shares — an estimated $4.27K sold.

SageView Advisory Group first reported a position in ZS in Q4 2025 and held it in 1 quarter. The position peaked at $4.27K in Q4 2025. 751 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

SageView Advisory Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 19 Zscaler shares in Q1 2026, an estimated $4.27K.
SageView Advisory Group first reported a position in Zscaler in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Zscaler position peaked at $4.27K in Q4 2025.
751 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.