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Sunbelt Securities’s Zscaler ZS Stock Holding History

Sunbelt Securities’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
Q1 		$764K Buy
5,447
+1,692
+45% +$300K 0.05% 314
2025
Q4 		$845K Buy
3,755
+1,808
+93% +$510K 0.06% 287
2025
Q3 		$583K Buy
1,947
+1,697
+679% +$484K 0.04% 350
2025
Q2 		$45.1K Sell
250
-548
-69% -$137K ﹤0.01% 966
2025
Q1 		$158K Buy
798
+548
+219% +$109K 0.01% 624
2024
Q4 		$45.8K Buy
250
+114
+84% +$22.1K ﹤0.01% 957
2024
Q3 		$23.2K Sell
136
-18
-12% -$3.29K ﹤0.01% 1135
2024
Q2 		$29.6K Hold
154
– – ﹤0.01% 1030
2024
Q1 		$29.7K Sell
154
-41
-21% -$9.17K ﹤0.01% 1000
2023
Q4 		$43.2K Sell
195
-3
-2% -$556 0.01% 845
2023
Q3 		$30.8K Sell
198
-2
-1% -$300 ﹤0.01% 910
2023
Q2 		$29.3K Buy
200
+18
+10% +$2.2K ﹤0.01% 921
2023
Q1 		$20.4K Buy
+182
New +$21.8K ﹤0.01% 956
2020
Q2 		– Sell
-9,513
Closed -$528K – 395
2020
Q1 		$528K Buy
+9,513
New +$524K 0.02% 218

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's ZS Position: Q1 2026 in Review

Sunbelt Securities increased its Zscaler (ZS) stake by 45% in Q1 2026, buying an estimated $300K and bringing the position to 5,447 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #314.

Sunbelt Securities first reported a position in ZS in Q1 2020 and has held it in 14 quarters since. The position peaked at $845K in Q4 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Sunbelt Securities held 5,447 shares of Zscaler worth $764K as of Q1 2026.
  • Sunbelt Securities bought 1,692 Zscaler shares in Q1 2026, an estimated $300K.
  • Zscaler made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #314 holding.
  • Sunbelt Securities first reported a position in Zscaler in Q1 2020 and has held it in 14 quarters since.
  • Sunbelt Securities's Zscaler position peaked at $845K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.