SkyOak Wealth’s Zscaler ZS Stock Holding History

SkyOak Wealth’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	-2,705	Closed	-$608K	–	278
2025 Q4	$608K	Buy	+2,705	New	+$763K	0.11%	114
2024 Q3	–	Sell	-2,900	Closed	-$557K	–	266
2024 Q2	$557K	Buy	2,900 +400	+16%	+$71.2K	0.13%	110
2024 Q1	$482K	Buy	+2,500	New	+$559K	0.12%	129
2020 Q4	–	Sell	-8,220	Closed	-$1.16M	–	231
2020 Q3	$1.16M	Sell	8,220 -1,599	-16%	-$208K	0.42%	68
2020 Q2	$1.07M	Sell	9,819 -18,612	-65%	-$1.55M	0.4%	63
2020 Q1	$1.73M	Buy	28,431 +9,208	+48%	+$507K	0.88%	28
2019 Q4	$894K	Buy	+19,223	New	+$892K	0.28%	79

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

SkyOak Wealth's ZS Position: Q1 2026 in Review

SkyOak Wealth sold out of Zscaler (ZS) in Q1 2026, closing a stake of 2,705 shares — an estimated $608K sold.

SkyOak Wealth first reported a position in ZS in Q4 2019 and held it in 7 quarters. The position peaked at $1.73M in Q1 2020. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

SkyOak Wealth reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
SkyOak Wealth sold 2,705 Zscaler shares in Q1 2026, an estimated $608K.
SkyOak Wealth first reported a position in Zscaler in Q4 2019 and held it in 7 quarters.
SkyOak Wealth's Zscaler position peaked at $1.73M in Q1 2020.
749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.