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Shelton Wealth Management’s Zscaler ZS Stock Holding History

Shelton Wealth Management’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
-2,595
Closed -$364K – 166
2026
Q1 		$364K Sell
2,595
-3,181
-55% -$564K 0.16% 102
2025
Q4 		$1.3M Buy
5,776
+385
+7% +$109K 0.56% 58
2025
Q3 		$1.62M Sell
5,391
-387
-7% -$110K 0.73% 40
2025
Q2 		$1.81M Sell
5,778
-792
-12% -$197K 0.87% 31
2025
Q1 		$1.3M Buy
6,570
+253
+4% +$50.4K 0.71% 33
2024
Q4 		$1.14M Buy
6,317
+171
+3% +$33.1K 0.59% 55
2024
Q3 		$1.05M Buy
6,146
+776
+14% +$142K 0.57% 55
2024
Q2 		$1.03M Buy
5,370
+1,360
+34% +$242K 0.59% 47
2024
Q1 		$772K Buy
4,010
+430
+12% +$96.2K 0.49% 47
2023
Q4 		$793K Buy
+3,580
New +$663K 0.56% 37

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

Shelton Wealth Management's ZS Position: Q2 2026 in Review

Shelton Wealth Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 2,595 shares — an estimated $364K sold.

Shelton Wealth Management first reported a position in ZS in Q4 2023 and held it in 10 quarters. The position peaked at $1.81M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Shelton Wealth Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 2,595 Zscaler shares in Q2 2026, an estimated $364K.
  • Shelton Wealth Management first reported a position in Zscaler in Q4 2023 and held it in 10 quarters.
  • Shelton Wealth Management's Zscaler position peaked at $1.81M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

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