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 Q2	–	Sell	-16	Closed	-$2.25K	–	2091
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

SHP Wealth Management sold out of Zscaler (ZS) in Q2 2026, closing a stake of 16 shares — an estimated $2.25K sold.

SHP Wealth Management first reported a position in ZS in Q4 2025 and held it in 2 quarters. The position peaked at $2.25K in Q1 2026. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

SHP Wealth Management reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
SHP Wealth Management sold 16 Zscaler shares in Q2 2026, an estimated $2.25K.
SHP Wealth Management first reported a position in Zscaler in Q4 2025 and held it in 2 quarters.
SHP Wealth Management's Zscaler position peaked at $2.25K in Q1 2026.
748 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.