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Sequoia Financial Advisors’s Zscaler ZS Stock Holding History

Sequoia Financial 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 		$2.38M Sell
16,876
-44,439
-72% -$6.2M 0.01% 564
2026
Q1 		$8.6M Buy
61,315
+835
+1% +$148K 0.05% 224
2025
Q4 		$13.6M Buy
60,480
+1,853
+3% +$523K 0.08% 173
2025
Q3 		$17.6M Buy
58,627
+3,439
+6% +$980K 0.11% 133
2025
Q2 		$17.3M Buy
55,188
+1,877
+4% +$468K 0.12% 135
2025
Q1 		$10.6M Buy
53,311
+4,536
+9% +$904K 0.08% 180
2024
Q4 		$8.8M Buy
48,775
+3,191
+7% +$618K 0.08% 188
2024
Q3 		$7.79M Buy
45,584
+2,432
+6% +$444K 0.08% 172
2024
Q2 		$8.29M Buy
43,152
+4,147
+11% +$738K 0.1% 147
2024
Q1 		$7.51M Sell
39,005
-4,660
-11% -$1.04M 0.09% 158
2023
Q4 		$9.67M Buy
+43,665
New +$8.09M 0.12% 152

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

Sequoia Financial Advisors's ZS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Zscaler (ZS) stake by 72% in Q2 2026, selling an estimated $6.2M and leaving 16,876 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #564.

Sequoia Financial Advisors first reported a position in ZS in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Sequoia Financial Advisors held 16,876 shares of Zscaler worth $2.38M as of Q2 2026.
  • Sequoia Financial Advisors sold 44,439 Zscaler shares in Q2 2026, an estimated $6.2M.
  • Zscaler made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • Sequoia Financial Advisors first reported a position in Zscaler in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Zscaler position peaked at $17.6M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.