Strategic Wealth Partners’s Zscaler ZS Stock Holding History

Strategic Wealth Partners’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	$24.7K	Sell	175 -25	-13%	-$3.49K	﹤0.01%	691
2026 Q1	$28.1K	Sell	200 -10	-5%	-$1.77K	﹤0.01%	634
2025 Q4	$47.2K	Buy	210 +125	+147%	+$35.3K	﹤0.01%	531
2025 Q3	$25.5K	Sell	85 -50	-37%	-$14.3K	﹤0.01%	683
2025 Q2	$42.4K	Buy	+135	New	+$33.7K	﹤0.01%	526
2021 Q2	–	Sell	-3,510	Closed	-$603K	–	264
2021 Q1	$603K	Buy	3,510 +712	+25%	+$141K	0.24%	105
2020 Q4	$559K	Buy	2,798 +926	+49%	+$147K	0.23%	104
2020 Q3	$263K	Buy	+1,872	New	+$243K	0.13%	134

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

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 $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Strategic Wealth Partners's ZS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Zscaler (ZS) stake by 13% in Q2 2026, selling an estimated $3.49K and leaving 175 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Strategic Wealth Partners first reported a position in ZS in Q3 2020 and has held it in 8 quarters since. The position peaked at $603K in Q1 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Strategic Wealth Partners held 175 shares of Zscaler worth $24.7K as of Q2 2026.
Strategic Wealth Partners sold 25 Zscaler shares in Q2 2026, an estimated $3.49K.
Zscaler made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #691 holding.
Strategic Wealth Partners first reported a position in Zscaler in Q3 2020 and has held it in 8 quarters since.
Strategic Wealth Partners's Zscaler position peaked at $603K in Q1 2021.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.