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Sigma Planning Corp’s Zscaler ZS Stock Holding History

Sigma Planning Corp’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 		– Sell
-2,130
Closed -$479K – 1415
2025
Q4 		$479K Sell
2,130
-1,271
-37% -$359K 0.01% 806
2025
Q3 		$1.02M Buy
3,401
+1,547
+83% +$441K 0.03% 521
2025
Q2 		$582K Buy
1,854
+206
+13% +$51.4K 0.02% 716
2025
Q1 		$327K Buy
1,648
+494
+43% +$98.4K 0.01% 915
2024
Q4 		$208K Buy
+1,154
New +$223K 0.01% 1082
2024
Q3 		– Sell
-1,122
Closed -$216K – 1287
2024
Q2 		$216K Sell
1,122
-105
-9% -$18.7K 0.01% 1057
2024
Q1 		$236K Buy
+1,227
New +$275K 0.01% 1062
2023
Q2 		– Sell
-3,354
Closed -$392K – 1368
2023
Q1 		$392K Sell
3,354
-523
-13% -$62.7K 0.01% 902
2022
Q4 		$434K Sell
3,877
-199
-5% -$27K 0.02% 818
2022
Q3 		$670K Buy
4,076
+1,408
+53% +$230K 0.03% 611
2022
Q2 		$399K Sell
2,668
-961
-26% -$170K 0.01% 856
2022
Q1 		$876K Sell
3,629
-467
-11% -$115K 0.03% 598
2021
Q4 		$1.32M Buy
4,096
+1,297
+46% +$408K 0.04% 442
2021
Q3 		$734K Buy
2,799
+995
+55% +$250K 0.02% 654
2021
Q2 		$390K Buy
1,804
+245
+16% +$46.6K 0.01% 945
2021
Q1 		$268K Sell
1,559
-798
-34% -$159K 0.01% 1056
2020
Q4 		$471K Sell
2,357
-1,116
-32% -$177K 0.02% 719
2020
Q3 		$489K Buy
3,473
+710
+26% +$92.2K 0.02% 616
2020
Q2 		$303K Sell
2,763
-693
-20% -$57.6K 0.01% 775
2020
Q1 		$210K Buy
+3,456
New +$190K 0.01% 771
2019
Q4 		– Sell
-8,463
Closed -$400K – 1118
2019
Q3 		$400K Sell
8,463
-2,117
-20% -$152K 0.02% 659
2019
Q2 		$811K Buy
+10,580
New +$754K 0.04% 396

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's ZS Position: Q1 2026 in Review

Sigma Planning Corp sold out of Zscaler (ZS) in Q1 2026, closing a stake of 2,130 shares — an estimated $479K sold.

Sigma Planning Corp first reported a position in ZS in Q2 2019 and held it in 22 quarters. The position peaked at $1.32M in Q4 2021. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Sigma Planning Corp reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,130 Zscaler shares in Q1 2026, an estimated $479K.
  • Sigma Planning Corp first reported a position in Zscaler in Q2 2019 and held it in 22 quarters.
  • Sigma Planning Corp's Zscaler position peaked at $1.32M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.