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SteelPeak Wealth’s Zscaler ZS Stock Holding History

SteelPeak 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
-1,039
Closed -$234K – 657
2025
Q4 		$234K Sell
1,039
-83
-7% -$23.4K 0.01% 475
2025
Q3 		$336K Hold
1,122
– – 0.01% 441
2025
Q2 		$352K Sell
1,122
-34
-3% -$8.48K 0.01% 398
2025
Q1 		$229K Buy
+1,156
New +$230K 0.01% 468
2024
Q4 		– Sell
-1,332
Closed -$228K – 645
2024
Q3 		$228K Sell
1,332
-10
-0.7% -$1.83K 0.01% 434
2024
Q2 		$258K Buy
+1,342
New +$239K 0.01% 415
2024
Q1 		– Sell
-497
Closed -$110K – 563
2023
Q4 		$110K Buy
+497
New +$92K 0.01% 418
2023
Q2 		– Sell
-3,085
Closed -$360K – 509
2023
Q1 		$360K Buy
3,085
+1,000
+48% +$120K 0.02% 281
2022
Q4 		$233K Sell
2,085
-768
-27% -$104K 0.02% 346
2022
Q3 		$469K Sell
2,853
-243
-8% -$39.8K 0.03% 254
2022
Q2 		$463K Buy
3,096
+407
+15% +$72K 0.03% 262
2022
Q1 		$649K Sell
2,689
-381
-12% -$93.6K 0.04% 242
2021
Q4 		$986K Buy
3,070
+420
+16% +$132K 0.06% 178
2021
Q3 		$695K Buy
2,650
+797
+43% +$200K 0.05% 209
2021
Q2 		$400K Sell
1,853
-58
-3% -$11K 0.03% 292
2021
Q1 		$328K Buy
+1,911
New +$380K 0.03% 288

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

SteelPeak Wealth's ZS Position: Q1 2026 in Review

SteelPeak Wealth sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,039 shares — an estimated $234K sold.

SteelPeak Wealth first reported a position in ZS in Q1 2021 and held it in 16 quarters. The position peaked at $986K in Q4 2021. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • SteelPeak Wealth reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 1,039 Zscaler shares in Q1 2026, an estimated $234K.
  • SteelPeak Wealth first reported a position in Zscaler in Q1 2021 and held it in 16 quarters.
  • SteelPeak Wealth's Zscaler position peaked at $986K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.