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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
2021
Q4 		– Sell
-37
Closed -$799K – 986
2021
Q3 		$799K Buy
+37
New +$9.29K 0.06% 303

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

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. 747 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.
  • 747 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.