Summit Securities Group’s Zscaler ZS Stock Holding History

Summit Securities Group’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	$84.7K	Buy	+600	New	+$83.7K	0.01%	463
2026 Q1	–	Sell	-243	Closed	-$54.7K	–	1427
2025 Q4	$54.7K	Buy	+243	New	+$68.6K	0.01%	593
2025 Q1	–	Sell	-150	Closed	-$27.1K	–	1142
2024 Q4	$27.1K	Buy	+150	New	+$29K	0.01%	350
2024 Q3	–	Sell	-20	Closed	-$4K	–	908
2024 Q2	$4K	Buy	+20	New	+$3.56K	﹤0.01%	521
2024 Q1	–	Sell	-12	Closed	-$3K	–	967
2023 Q4	$3K	Sell	12 -4	-25%	-$741	﹤0.01%	613
2023 Q3	$2K	Buy	+16	New	+$2.4K	﹤0.01%	516
2022 Q4	–	Sell	-351	Closed	-$58K	–	1426
2022 Q3	$58K	Buy	+351	New	+$57.4K	﹤0.01%	600
2022 Q2	–	Sell	-575	Closed	-$139K	–	1261
2022 Q1	$139K	Buy	+575	New	+$141K	0.02%	449

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

Summit Securities Group's ZS Position: Q2 2026 in Review

Summit Securities Group opened a new position in Zscaler (ZS) in Q2 2026: 600 shares worth $84.7K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ZS as recently as Q4 2025.

Summit Securities Group first reported a position in ZS in Q1 2022 and has held it in 8 quarters since. The position peaked at $139K in Q1 2022. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Summit Securities Group held 600 shares of Zscaler worth $84.7K as of Q2 2026.
Zscaler was a new Summit Securities Group position in Q2 2026.
Zscaler made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #463 holding.
Summit Securities Group first reported a position in Zscaler in Q1 2022 and has held it in 8 quarters since.
Summit Securities Group's Zscaler position peaked at $139K in Q1 2022.
743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.