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Shepherd Financial Partners’s Zscaler ZS Stock Holding History

Shepherd 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
-3,668
Closed -$515K – 264
2026
Q1 		$515K Sell
3,668
-257
-7% -$45.6K 0.05% 157
2025
Q4 		$883K Sell
3,925
-19
-0.5% -$5.36K 0.08% 116
2025
Q3 		$1.18M Sell
3,944
-18
-0.5% -$5.13K 0.11% 108
2025
Q2 		$1.24M Sell
3,962
-161
-4% -$40.1K 0.13% 103
2025
Q1 		$818K Buy
4,123
+111
+3% +$22.1K 0.1% 119
2024
Q4 		$724K Sell
4,012
-1,023
-20% -$198K 0.09% 118
2024
Q3 		$861K Buy
5,035
+1,509
+43% +$276K 0.1% 108
2024
Q2 		$678K Buy
3,526
+4
+0.1% +$712 0.09% 122
2024
Q1 		$678K Buy
3,522
+108
+3% +$24.2K 0.09% 125
2023
Q4 		$756K Sell
3,414
-23
-0.7% -$4.26K 0.11% 114
2023
Q3 		$535K Sell
3,437
-48
-1% -$7.2K 0.08% 125
2023
Q2 		$510K Hold
3,485
– – 0.08% 128
2023
Q1 		$407K Buy
3,485
+1,069
+44% +$128K 0.07% 138
2022
Q4 		$270K Sell
2,416
-2,878
-54% -$391K 0.05% 151
2022
Q3 		$870K Sell
5,294
-88
-2% -$14.4K 0.17% 86
2022
Q2 		$805K Sell
5,382
-51
-0.9% -$9.02K 0.16% 87
2022
Q1 		$1.31M Sell
5,433
-44
-0.8% -$10.8K 0.23% 73
2021
Q4 		$1.76M Sell
5,477
-147
-3% -$46.3K 0.31% 63
2021
Q3 		$1.48M Buy
5,624
+1
+0% +$251 0.29% 68
2021
Q2 		$1.22M Buy
5,623
+38
+0.7% +$7.22K 0.23% 81
2021
Q1 		$959K Buy
5,585
+178
+3% +$35.4K 0.21% 88
2020
Q4 		$1.08M Buy
5,407
+341
+7% +$54.2K 0.25% 75
2020
Q3 		$713K Buy
+5,066
New +$658K 0.17% 87

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

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

Shepherd Financial Partners sold out of Zscaler (ZS) in Q2 2026, closing a stake of 3,668 shares — an estimated $515K sold.

Shepherd Financial Partners first reported a position in ZS in Q3 2020 and held it in 23 quarters. The position peaked at $1.76M in Q4 2021. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Shepherd Financial Partners reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,668 Zscaler shares in Q2 2026, an estimated $515K.
  • Shepherd Financial Partners first reported a position in Zscaler in Q3 2020 and held it in 23 quarters.
  • Shepherd Financial Partners's Zscaler position peaked at $1.76M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.