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Stratos Wealth Partners’s Zscaler ZS Stock Holding History

Stratos 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 		$365K Sell
2,588
-4,057
-61% -$566K ﹤0.01% 1291
2026
Q1 		$932K Buy
6,645
+4,414
+198% +$783K 0.01% 819
2025
Q4 		$502K Buy
2,231
+414
+23% +$117K 0.01% 1043
2025
Q3 		$544K Sell
1,817
-639
-26% -$182K 0.01% 979
2025
Q2 		$771K Buy
2,456
+165
+7% +$41.1K 0.01% 783
2025
Q1 		$455K Buy
+2,291
New +$457K 0.01% 918
2022
Q3 		– Sell
-1,421
Closed -$212K – 1241
2022
Q2 		$212K Buy
1,421
+169
+13% +$29.9K 0.01% 1065
2022
Q1 		$302K Sell
1,252
-1,310
-51% -$322K 0.01% 984
2021
Q4 		$823K Sell
2,562
-295
-10% -$92.9K 0.02% 619
2021
Q3 		$749K Sell
2,857
-50
-2% -$12.6K 0.02% 616
2021
Q2 		$628K Sell
2,907
-360
-11% -$68.5K 0.02% 700
2021
Q1 		$561K Sell
3,267
-316
-9% -$62.8K 0.02% 681
2020
Q4 		$716K Sell
3,583
-72
-2% -$11.4K 0.02% 552
2020
Q3 		$514K Sell
3,655
-694
-16% -$90.1K 0.02% 617
2020
Q2 		$476K Sell
4,349
-776
-15% -$64.5K 0.02% 616
2020
Q1 		$312K Buy
+5,125
New +$282K 0.01% 679
2019
Q3 		– Sell
-3,350
Closed -$257K – 1004
2019
Q2 		$257K Buy
3,350
+90
+3% +$6.41K 0.01% 787
2019
Q1 		$231K Buy
+3,260
New +$173K 0.01% 812
2018
Q4 		– Sell
-1,900
Closed -$77K – 2555
2018
Q3 		$77K Buy
+1,900
New +$76.8K ﹤0.01% 1256

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Zscaler (ZS) stake by 61% in Q2 2026, selling an estimated $566K and leaving 2,588 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Stratos Wealth Partners first reported a position in ZS in Q3 2018 and has held it in 19 quarters since. The position peaked at $932K in Q1 2026. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Stratos Wealth Partners held 2,588 shares of Zscaler worth $365K as of Q2 2026.
  • Stratos Wealth Partners sold 4,057 Zscaler shares in Q2 2026, an estimated $566K.
  • Zscaler made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1291 holding.
  • Stratos Wealth Partners first reported a position in Zscaler in Q3 2018 and has held it in 19 quarters since.
  • Stratos Wealth Partners's Zscaler position peaked at $932K in Q1 2026.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.