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Synergy Financial Group’s Zscaler ZS Stock Holding History

Synergy Financial 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
2026
Q2 		$783K Sell
5,544
-146
-3% -$20.4K 0.56% 34
2026
Q1 		$798K Buy
5,690
+21
+0.4% +$3.72K 0.6% 31
2025
Q4 		$1.28M Sell
5,669
-324
-5% -$91.5K 0.9% 23
2025
Q3 		$1.8M Sell
5,993
-406
-6% -$116K 1.21% 18
2025
Q2 		$2.01M Sell
6,399
-240
-4% -$59.8K 1.48% 17
2025
Q1 		$1.32M Buy
6,639
+142
+2% +$28.3K 1.18% 22
2024
Q4 		$1.17M Sell
6,497
-383
-6% -$74.1K 0.98% 22
2024
Q3 		$1.18M Buy
6,880
+26
+0.4% +$4.75K 1.12% 17
2024
Q2 		$1.32M Buy
6,854
+110
+2% +$19.6K 1.38% 17
2024
Q1 		$1.3M Buy
6,744
+208
+3% +$46.5K 1.46% 17
2023
Q4 		$1.45M Sell
6,536
-55
-0.8% -$10.2K 1.77% 15
2023
Q3 		$1.03M Sell
6,591
-12
-0.2% -$1.8K 1.43% 17
2023
Q2 		$966K Hold
6,603
– – 1.3% 20
2023
Q1 		$771K Sell
6,603
-813
-11% -$97.5K 1.25% 19
2022
Q4 		$830K Sell
7,416
-2,122
-22% -$288K 1.64% 17
2022
Q3 		$1.57M Sell
9,538
-257
-3% -$42K 2.35% 9
2022
Q2 		$1.46M Buy
9,795
+217
+2% +$38.4K 2.3% 10
2022
Q1 		$2.31M Buy
9,578
+979
+11% +$241K 2.43% 9
2021
Q4 		$2.76M Buy
+8,599
New +$2.71M 2.48% 10

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

Synergy Financial Group's ZS Position: Q2 2026 in Review

Synergy Financial Group reduced its Zscaler (ZS) stake by 2.6% in Q2 2026, selling an estimated $20.4K and leaving 5,544 shares worth $783K. The position accounts for 0.56% of the portfolio, ranked #34.

Synergy Financial Group first reported a position in ZS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q4 2021. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Synergy Financial Group held 5,544 shares of Zscaler worth $783K as of Q2 2026.
  • Synergy Financial Group sold 146 Zscaler shares in Q2 2026, an estimated $20.4K.
  • Zscaler made up 0.56% of Synergy Financial Group's portfolio in Q2 2026, its #34 holding.
  • Synergy Financial Group first reported a position in Zscaler in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Zscaler position peaked at $2.76M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.