Summit Trail Advisors’s Zscaler ZS Stock Holding History

Summit Trail Advisors’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	$1.94M	Buy	13,710 +4,925	+56%	+$687K	0.02%	627
2026 Q1	$1.23M	Buy	8,785 +2,449	+39%	+$434K	0.02%	834
2025 Q4	$1.43M	Sell	6,336 -2,163	-25%	-$611K	0.02%	618
2025 Q3	$2.55M	Buy	8,499 +6,665	+363%	+$1.9M	0.04%	323
2025 Q2	$576K	Buy	+1,834	New	+$457K	0.01%	681
2018 Q2	–	Sell	-22,000	Closed	-$618K	–	694
2018 Q1	$618K	Buy	+22,000	New	+$644K	0.1%	183

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 Trail Advisors's ZS Position: Q2 2026 in Review

Summit Trail Advisors increased its Zscaler (ZS) stake by 56% in Q2 2026, buying an estimated $687K and bringing the position to 13,710 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #627.

Summit Trail Advisors first reported a position in ZS in Q1 2018 and has held it in 6 quarters since. The position peaked at $2.55M in Q3 2025. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

Summit Trail Advisors held 13,710 shares of Zscaler worth $1.94M as of Q2 2026.
Summit Trail Advisors bought 4,925 Zscaler shares in Q2 2026, an estimated $687K.
Zscaler made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #627 holding.
Summit Trail Advisors first reported a position in Zscaler in Q1 2018 and has held it in 6 quarters since.
Summit Trail Advisors's Zscaler position peaked at $2.55M in Q3 2025.
747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.