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Valeo Financial Advisors’s Zscaler ZS Stock Holding History

Valeo 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 		– Sell
-2,594
Closed -$364K – 887
2026
Q1 		$364K Buy
2,594
+548
+27% +$97.2K 0.01% 487
2025
Q4 		$460K Buy
2,046
+1,270
+164% +$358K 0.01% 489
2025
Q3 		$233K Buy
776
+85
+12% +$24.2K 0.01% 702
2025
Q2 		$217K Buy
+691
New +$172K 0.01% 685
2024
Q4 		– Sell
-1,380
Closed -$236K – 792
2024
Q3 		$236K Sell
1,380
-3
-0.2% -$548 0.01% 604
2024
Q2 		$266K Buy
1,383
+5
+0.4% +$890 0.01% 535
2024
Q1 		$245K Sell
1,378
-28
-2% -$6.26K 0.01% 561
2023
Q4 		$312K Buy
1,406
+28
+2% +$5.18K 0.01% 476
2023
Q3 		$214K Buy
1,378
+1
+0.1% +$150 0.01% 549
2023
Q2 		$201K Buy
+1,377
New +$168K 0.01% 548
2022
Q4 		– Sell
-1,394
Closed -$229K – 614
2022
Q3 		$229K Hold
1,394
– – 0.01% 413
2022
Q2 		$208K Buy
1,394
+115
+9% +$20.3K 0.01% 433
2022
Q1 		$309K Buy
1,279
+426
+50% +$105K 0.02% 439
2021
Q4 		$274K Sell
853
-1,083
-56% -$341K 0.01% 433
2021
Q3 		$508K Buy
1,936
+620
+47% +$156K 0.03% 299
2021
Q2 		$284K Sell
1,316
-44
-3% -$8.37K 0.02% 370
2021
Q1 		$233K Buy
1,360
+630
+86% +$125K 0.01% 408
2020
Q4 		$146K Buy
730
+551
+308% +$87.6K 0.01% 482
2020
Q3 		$25K Buy
179
+89
+99% +$11.6K ﹤0.01% 871
2020
Q2 		$10K Sell
90
-110
-55% -$9.14K ﹤0.01% 1297
2020
Q1 		$13K Sell
200
-500
-71% -$27.5K ﹤0.01% 1015
2019
Q4 		$33K Buy
700
+200
+40% +$9.28K ﹤0.01% 788
2019
Q3 		$24K Sell
500
-200
-29% -$14.4K ﹤0.01% 805
2019
Q2 		$54K Buy
+700
New +$49.9K 0.01% 572

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

Valeo Financial Advisors's ZS Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Zscaler (ZS) in Q2 2026, closing a stake of 2,594 shares — an estimated $364K sold.

Valeo Financial Advisors first reported a position in ZS in Q2 2019 and held it in 24 quarters. The position peaked at $508K in Q3 2021. 742 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Valeo Financial Advisors reported no remaining Zscaler position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,594 Zscaler shares in Q2 2026, an estimated $364K.
  • Valeo Financial Advisors first reported a position in Zscaler in Q2 2019 and held it in 24 quarters.
  • Valeo Financial Advisors's Zscaler position peaked at $508K in Q3 2021.
  • 742 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.