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Sterling Investment Advisors (Pennsylvania)’s Zscaler ZS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-11,900
Closed -$1.67M – 231
2026
Q1 		$1.67M Buy
11,900
+870
+8% +$154K 0.3% 79
2025
Q4 		$2.48M Sell
11,030
-215
-2% -$60.7K 0.46% 63
2025
Q3 		$3.37M Buy
11,245
+5
+0% +$1.43K 0.66% 49
2025
Q2 		$3.53M Sell
11,240
-1,328
-11% -$331K 0.77% 40
2025
Q1 		$2.49M Sell
12,568
-1,237
-9% -$246K 0.6% 53
2024
Q4 		$2.49M Sell
13,805
-2,070
-13% -$401K 0.6% 56
2024
Q3 		$2.71M Sell
15,875
-950
-6% -$173K 0.69% 49
2024
Q2 		$3.23M Buy
+16,825
New +$2.99M 0.87% 39

Other funds holding ZS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ZS Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Zscaler (ZS) in Q2 2026, closing a stake of 11,900 shares — an estimated $1.67M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ZS in Q2 2024 and held it in 8 quarters. The position peaked at $3.53M in Q2 2025. 260 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 11,900 Zscaler shares in Q2 2026, an estimated $1.67M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Zscaler in Q2 2024 and held it in 8 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Zscaler position peaked at $3.53M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.