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 Q2	–	Sell	-55	Closed	-$944K	–	902
2021 Q1	$944K	Buy	+55	New	+$10.9K	0.1%	204

Other funds holding ZS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Summit Securities Group's ZS Position: Q3 2026 in Review

Summit Securities Group sold out of Zscaler (ZS) in Q3 2026, closing a stake of 600 shares — an estimated $84.7K sold.

Summit Securities Group first reported a position in ZS in Q1 2022 and held it in 8 quarters. The position peaked at $139K in Q1 2022. 697 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Summit Securities Group reported no remaining Zscaler position as of Q3 2026 after selling out during the quarter.
Summit Securities Group sold 600 Zscaler shares in Q3 2026, an estimated $84.7K.
Summit Securities Group first reported a position in Zscaler in Q1 2022 and held it in 8 quarters.
Summit Securities Group's Zscaler position peaked at $139K in Q1 2022.
697 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.