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Sound Income Strategies’s Zscaler ZS Stock Holding History

Sound Income Strategies’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
-443
Closed -$60.5K – 2447
2026
Q1 		$60.5K Buy
443
+142
+47% +$25.2K ﹤0.01% 754
2025
Q4 		$64.4K Buy
301
+261
+653% +$73.7K ﹤0.01% 705
2025
Q3 		$12.6K Hold
40
– – ﹤0.01% 948
2025
Q2 		$12.6K Hold
40
– – ﹤0.01% 881
2025
Q1 		$7.94K Hold
40
– – ﹤0.01% 958
2024
Q4 		$7.22K Hold
40
– – ﹤0.01% 919
2024
Q3 		$6.84K Hold
40
– – ﹤0.01% 882
2024
Q2 		$7.69K Hold
40
– – ﹤0.01% 832
2024
Q1 		$7.71K Hold
40
– – ﹤0.01% 821
2023
Q4 		$8.86K Hold
40
– – ﹤0.01% 766
2023
Q3 		$6.22K Hold
40
– – ﹤0.01% 697
2023
Q2 		$5.85K Hold
40
– – ﹤0.01% 707
2023
Q1 		$4.67K Buy
+40
New +$4.8K ﹤0.01% 710

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's ZS Position: Q2 2026 in Review

Sound Income Strategies sold out of Zscaler (ZS) in Q2 2026, closing a stake of 443 shares — an estimated $60.5K sold.

Sound Income Strategies first reported a position in ZS in Q1 2023 and held it in 13 quarters. The position peaked at $64.4K in Q4 2025. 535 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Sound Income Strategies reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 443 Zscaler shares in Q2 2026, an estimated $60.5K.
  • Sound Income Strategies first reported a position in Zscaler in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Zscaler position peaked at $64.4K in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.