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Toth Financial Advisory’s Zscaler ZS Stock Holding History

Toth Financial Advisory’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
Q3 		$31.3K Buy
157
+7
+5% +$1.19K ﹤0.01% 443
2026
Q2 		$21.2K Hold
150
– – ﹤0.01% 499
2026
Q1 		$21K Hold
150
– – ﹤0.01% 480
2025
Q4 		$33.7K Hold
150
– – ﹤0.01% 409
2025
Q3 		$44.9K Hold
150
– – ﹤0.01% 368
2025
Q2 		$47.1K Hold
150
– – 0.01% 316
2025
Q1 		$29.8K Hold
150
– – ﹤0.01% 354
2024
Q4 		$27.1K Hold
150
– – ﹤0.01% 368
2024
Q3 		$25.6K Hold
150
– – ﹤0.01% 356
2024
Q2 		$28.8K Sell
150
-70
-32% -$12.5K ﹤0.01% 356
2024
Q1 		$42.4K Sell
220
-3,655
-94% -$818K 0.01% 307
2023
Q4 		$859K Buy
3,875
+1,775
+85% +$329K 0.12% 125
2023
Q3 		$327K Buy
2,100
+1,880
+855% +$282K 0.05% 167
2023
Q2 		$32.2K Hold
220
– – ﹤0.01% 322
2023
Q1 		$25.7K Buy
220
+30
+16% +$3.6K ﹤0.01% 354
2022
Q4 		$21.3K Buy
190
+15
+9% +$2.04K ﹤0.01% 372
2022
Q3 		$29K Buy
175
+5
+3% +$818 0.01% 341
2022
Q2 		$25K Buy
170
+20
+13% +$3.54K ﹤0.01% 347
2022
Q1 		$36K Sell
150
-3,960
-96% -$973K 0.01% 320
2021
Q4 		$1.32M Buy
4,110
+160
+4% +$50.4K 0.18% 107
2021
Q3 		$1.04M Buy
3,950
+1,400
+55% +$352K 0.16% 114
2021
Q2 		$551K Buy
+2,550
New +$485K 0.08% 145

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Toth Financial Advisory's ZS Position: Q3 2026 in Review

Toth Financial Advisory increased its Zscaler (ZS) stake by 4.7% in Q3 2026, buying an estimated $1.19K and bringing the position to 157 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Toth Financial Advisory first reported a position in ZS in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2021. 23 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Toth Financial Advisory held 157 shares of Zscaler worth $31.3K as of Q3 2026.
  • Toth Financial Advisory bought 7 Zscaler shares in Q3 2026, an estimated $1.19K.
  • Zscaler made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #443 holding.
  • Toth Financial Advisory first reported a position in Zscaler in Q2 2021 and has held it in 22 quarters since.
  • Toth Financial Advisory's Zscaler position peaked at $1.32M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.