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Spire Wealth Management’s Zscaler ZS Stock Holding History

Spire 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 		$48.7K Sell
345
-84
-20% -$11.7K ﹤0.01% 1188
2026
Q1 		$60.2K Buy
429
+37
+9% +$6.56K ﹤0.01% 1119
2025
Q4 		$88.2K Buy
392
+261
+199% +$73.7K ﹤0.01% 1020
2025
Q3 		$39.3K Buy
131
+43
+49% +$12.3K ﹤0.01% 1315
2025
Q2 		$27.6K Buy
88
+4
+5% +$997 ﹤0.01% 1400
2025
Q1 		$16.7K Sell
84
-24
-22% -$4.78K ﹤0.01% 1674
2024
Q4 		$19.5K Buy
108
+9
+9% +$1.74K ﹤0.01% 1634
2024
Q3 		$16.9K Sell
99
-39
-28% -$7.12K ﹤0.01% 1484
2024
Q2 		$26.5K Buy
138
+13
+10% +$2.31K ﹤0.01% 1339
2024
Q1 		$24.1K Sell
125
-124
-50% -$27.7K ﹤0.01% 1450
2023
Q4 		$57.6K Buy
249
+49
+25% +$9.07K ﹤0.01% 1160
2023
Q3 		$31.1K Hold
200
– – ﹤0.01% 1348
2023
Q2 		$29.3K Sell
200
-20
-9% -$2.44K ﹤0.01% 1428
2023
Q1 		$25.7K Buy
220
+20
+10% +$2.4K ﹤0.01% 1514
2022
Q4 		$22K Sell
200
-345
-63% -$46.9K ﹤0.01% 1341
2022
Q3 		$90K Sell
545
-63
-10% -$10.3K 0.01% 746
2022
Q2 		$91K Sell
608
-2
-0.3% -$354 ﹤0.01% 1072
2022
Q1 		$147K Sell
610
-577
-49% -$142K ﹤0.01% 1026
2021
Q4 		$382K Sell
1,187
-831
-41% -$262K 0.01% 799
2021
Q3 		$529K Buy
2,018
+1,449
+255% +$364K 0.01% 570
2021
Q2 		$123K Buy
569
+100
+21% +$19K ﹤0.01% 1116
2021
Q1 		$81K Buy
+469
New +$93.2K ﹤0.01% 1490

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
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
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

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

Spire Wealth Management reduced its Zscaler (ZS) stake by 20% in Q2 2026, selling an estimated $11.7K and leaving 345 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Spire Wealth Management first reported a position in ZS in Q1 2021 and has held it in 22 quarters since. The position peaked at $529K in Q3 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Spire Wealth Management held 345 shares of Zscaler worth $48.7K as of Q2 2026.
  • Spire Wealth Management sold 84 Zscaler shares in Q2 2026, an estimated $11.7K.
  • Zscaler made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1188 holding.
  • Spire Wealth Management first reported a position in Zscaler in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Zscaler position peaked at $529K in Q3 2021.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.