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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 746 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.
746 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.