TF
ZS icon

TLWM Financial’s Zscaler ZS Stock Holding History

TLWM Financial’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 		$691K Sell
4,893
-146
-3% -$20.4K 0.11% 50
2026
Q1 		$707K Buy
5,039
+155
+3% +$27.5K 0.13% 50
2025
Q4 		$1.1M Sell
4,884
-75
-2% -$21.2K 0.2% 42
2025
Q3 		$1.49M Buy
4,959
+310
+7% +$88.4K 0.27% 33
2025
Q2 		$1.46M Buy
4,649
+44
+1% +$11K 0.28% 31
2025
Q1 		$914K Buy
4,605
+26
+0.6% +$5.18K 0.18% 47
2024
Q4 		$826K Buy
4,579
+206
+5% +$39.9K 0.16% 52
2024
Q3 		$748K Buy
4,373
+45
+1% +$8.22K 0.15% 52
2024
Q2 		$832K Sell
4,328
-84
-2% -$14.9K 0.18% 49
2024
Q1 		$850K Buy
4,412
+1,702
+63% +$381K 0.19% 48
2023
Q4 		$600K Buy
2,710
+33
+1% +$6.11K 0.14% 51
2023
Q3 		$417K Buy
2,677
+35
+1% +$5.25K 0.11% 61
2023
Q2 		$387K Buy
2,642
+48
+2% +$5.86K 0.11% 59
2023
Q1 		$303K Buy
2,594
+323
+14% +$38.7K 0.1% 59
2022
Q4 		$254K Buy
+2,271
New +$309K 0.09% 56
2022
Q3 		– Sell
-2,584
Closed -$384K – 60
2022
Q2 		$384K Sell
2,584
-2
-0.1% -$354 0.15% 52
2022
Q1 		$631K Buy
2,586
+66
+3% +$16.2K 0.22% 51
2021
Q4 		$810K Buy
2,520
+192
+8% +$60.5K 0.27% 41
2021
Q3 		$608K Buy
+2,328
New +$585K 0.23% 48

Other funds holding ZS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

TLWM Financial's ZS Position: Q2 2026 in Review

TLWM Financial reduced its Zscaler (ZS) stake by 2.9% in Q2 2026, selling an estimated $20.4K and leaving 4,893 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #50.

TLWM Financial first reported a position in ZS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2025. 84 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • TLWM Financial held 4,893 shares of Zscaler worth $691K as of Q2 2026.
  • TLWM Financial sold 146 Zscaler shares in Q2 2026, an estimated $20.4K.
  • Zscaler made up 0.11% of TLWM Financial's portfolio in Q2 2026, its #50 holding.
  • TLWM Financial first reported a position in Zscaler in Q3 2021 and has held it in 19 quarters since.
  • TLWM Financial's Zscaler position peaked at $1.49M in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.