Twelve Points Wealth Management’s Zscaler ZS Stock Holding History

Twelve Points Wealth Management’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	$350K	Sell	1,473 -25	-2%	-$4.26K	0.07%	165
2026 Q2	$211K	Buy	+1,498	New	+$209K	0.04%	197

Other funds holding ZS

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Twelve Points Wealth Management's ZS Position: Q3 2026 in Review

Twelve Points Wealth Management reduced its Zscaler (ZS) stake by 1.7% in Q3 2026, selling an estimated $4.26K and leaving 1,473 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #165.

Twelve Points Wealth Management first reported a position in ZS in Q2 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Twelve Points Wealth Management held 1,473 shares of Zscaler worth $350K as of Q3 2026.
Twelve Points Wealth Management sold 25 Zscaler shares in Q3 2026, an estimated $4.26K.
Zscaler made up 0.07% of Twelve Points Wealth Management's portfolio in Q3 2026, its #165 holding.
Twelve Points Wealth Management first reported a position in Zscaler in Q2 2026 and has held it in 2 quarters since.
358 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Twelve Points Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.