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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	–	-$133K	–	562
2023 Q4	–	Hold	–	–	–	409
2022 Q4	–	Hold	–	-$33K	–	480
2022 Q3	–	Hold	–	–	–	386

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 $3.38T AUM 44.17% 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

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. 751 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.
751 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.