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TRUE Private Wealth Advisors’s Zscaler ZS Stock Holding History

TRUE Private Wealth 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 		$258K Sell
1,825
-61
-3% -$8.51K 0.02% 241
2026
Q1 		$265K Sell
1,886
-56
-3% -$9.93K 0.03% 230
2025
Q4 		$437K Sell
1,942
-39
-2% -$11K 0.04% 171
2025
Q3 		$594K Buy
1,981
+9
+0.5% +$2.57K 0.06% 139
2025
Q2 		$619K Hold
1,972
– – 0.07% 129
2025
Q1 		$391K Buy
1,972
+11
+0.6% +$2.19K 0.05% 155
2024
Q4 		$354K Buy
1,961
+108
+6% +$20.9K 0.04% 163
2024
Q3 		$317K Hold
1,853
– – 0.04% 163
2024
Q2 		$356K Sell
1,853
-43
-2% -$7.65K 0.04% 202
2024
Q1 		$365K Buy
1,896
+43
+2% +$9.62K 0.04% 207
2023
Q4 		$411K Hold
1,853
– – 0.05% 182
2023
Q3 		$288K Buy
1,853
+35
+2% +$5.25K 0.04% 197
2023
Q2 		$266K Sell
1,818
-48
-3% -$5.86K 0.04% 188
2023
Q1 		$218K Buy
+1,866
New +$224K 0.03% 212
2022
Q4 		– Sell
-2,053
Closed -$337K – 239
2022
Q3 		$337K Buy
2,053
+75
+4% +$12.3K 0.05% 142
2022
Q2 		$295K Buy
1,978
+295
+18% +$52.2K 0.04% 163
2022
Q1 		$351K Hold
1,683
– – 0.05% 158
2021
Q4 		$540K Hold
1,683
– – 0.08% 142
2021
Q3 		$441K Hold
1,683
– – 0.06% 153
2021
Q2 		$363K Hold
1,683
– – 0.05% 163
2021
Q1 		$289K Sell
1,683
-50
-3% -$9.93K 0.05% 180
2020
Q4 		$346K Buy
1,733
+23
+1% +$3.66K 0.06% 149
2020
Q3 		$240K Sell
1,710
-14
-0.8% -$1.82K 0.04% 168
2020
Q2 		$188K Buy
1,724
+39
+2% +$3.24K 0.03% 180
2020
Q1 		$102K Buy
1,685
+985
+141% +$54.2K 0.02% 204
2019
Q4 		$32K Buy
+700
New +$32.5K ﹤0.01% 426

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

TRUE Private Wealth Advisors's ZS Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Zscaler (ZS) stake by 3.2% in Q2 2026, selling an estimated $8.51K and leaving 1,825 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #241.

TRUE Private Wealth Advisors first reported a position in ZS in Q4 2019 and has held it in 26 quarters since. The position peaked at $619K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • TRUE Private Wealth Advisors held 1,825 shares of Zscaler worth $258K as of Q2 2026.
  • TRUE Private Wealth Advisors sold 61 Zscaler shares in Q2 2026, an estimated $8.51K.
  • Zscaler made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #241 holding.
  • TRUE Private Wealth Advisors first reported a position in Zscaler in Q4 2019 and has held it in 26 quarters since.
  • TRUE Private Wealth Advisors's Zscaler position peaked at $619K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.