TWD
ZS icon

True Wealth Design’s Zscaler ZS Stock Holding History

True Wealth Design’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 		$18.4K Sell
130
-117
-47% -$16.3K ﹤0.01% 837
2026
Q1 		$34.7K Sell
247
-289
-54% -$51.3K 0.01% 518
2025
Q4 		$121K Buy
536
+44
+9% +$12.4K 0.04% 152
2025
Q3 		$147K Buy
492
+100
+26% +$28.5K 0.05% 105
2025
Q2 		$123K Buy
392
+12
+3% +$2.99K 0.04% 86
2025
Q1 		$75.4K Sell
380
-30
-7% -$5.98K 0.03% 132
2024
Q4 		$74K Buy
410
+224
+120% +$43.4K 0.03% 101
2024
Q3 		$31.8K Buy
186
+185
+18,500% +$33.8K 0.01% 228
2024
Q2 		$193 Sell
1
-1
-50% -$178 ﹤0.01% 749
2024
Q1 		$386 Buy
2
+1
+100% +$224 ﹤0.01% 672
2023
Q4 		$222 Hold
1
– – ﹤0.01% 662
2023
Q3 		$156 Hold
1
– – ﹤0.01% 676
2023
Q2 		$147 Hold
1
– – ﹤0.01% 695
2023
Q1 		$117 Hold
1
– – ﹤0.01% 782
2022
Q4 		$112 Buy
+1
New +$136 ﹤0.01% 727

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 Wealth Design's ZS Position: Q2 2026 in Review

True Wealth Design reduced its Zscaler (ZS) stake by 47% in Q2 2026, selling an estimated $16.3K and leaving 130 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

True Wealth Design first reported a position in ZS in Q4 2022 and has held it in 15 quarters since. The position peaked at $147K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • True Wealth Design held 130 shares of Zscaler worth $18.4K as of Q2 2026.
  • True Wealth Design sold 117 Zscaler shares in Q2 2026, an estimated $16.3K.
  • Zscaler made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #837 holding.
  • True Wealth Design first reported a position in Zscaler in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Zscaler position peaked at $147K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.