SHP Wealth Management’s Zscaler ZS Stock Holding History

SHP 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 Q1	$2.25K	Buy	16 +15	+1,500%	+$2.66K	﹤0.01%	1257
2025 Q4	$225	Buy	+1	New	+$282	﹤0.01%	1460

Other funds holding ZS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's ZS Position: Q1 2026 in Review

SHP Wealth Management increased its Zscaler (ZS) stake by 1,500% in Q1 2026, buying an estimated $2.66K and bringing the position to 16 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

SHP Wealth Management first reported a position in ZS in Q4 2025 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

SHP Wealth Management held 16 shares of Zscaler worth $2.25K as of Q1 2026.
SHP Wealth Management bought 15 Zscaler shares in Q1 2026, an estimated $2.66K.
Zscaler made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1257 holding.
SHP Wealth Management first reported a position in Zscaler in Q4 2025 and has held it in 2 quarters since.
748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.