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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's ZS Position: Q1 2026 in Review

Summit Securities Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 243 shares — an estimated $54.7K sold.

Summit Securities Group first reported a position in ZS in Q1 2022 and held it in 7 quarters. The position peaked at $139K in Q1 2022. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Summit Securities Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 243 Zscaler shares in Q1 2026, an estimated $54.7K.
Summit Securities Group first reported a position in Zscaler in Q1 2022 and held it in 7 quarters.
Summit Securities Group's Zscaler position peaked at $139K in Q1 2022.
744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.