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United Capital Financial Advisors’s Zscaler ZS Stock Holding History

United Capital Financial 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 		$337K Sell
2,390
-518
-18% -$72.2K ﹤0.01% 1316
2026
Q1 		$408K Buy
2,908
+903
+45% +$160K ﹤0.01% 1170
2025
Q4 		$451K Buy
2,005
+831
+71% +$235K ﹤0.01% 1006
2025
Q3 		$352K Buy
1,174
+32
+3% +$9.12K ﹤0.01% 971
2025
Q2 		$359K Buy
1,142
+70
+7% +$17.5K ﹤0.01% 874
2025
Q1 		$213K Buy
+1,072
New +$214K ﹤0.01% 996

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

United Capital Financial Advisors's ZS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Zscaler (ZS) stake by 18% in Q2 2026, selling an estimated $72.2K and leaving 2,390 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

United Capital Financial Advisors first reported a position in ZS in Q1 2025 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • United Capital Financial Advisors held 2,390 shares of Zscaler worth $337K as of Q2 2026.
  • United Capital Financial Advisors sold 518 Zscaler shares in Q2 2026, an estimated $72.2K.
  • Zscaler made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1316 holding.
  • United Capital Financial Advisors first reported a position in Zscaler in Q1 2025 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Zscaler position peaked at $451K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.