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
2020 Q3	–	Sell	-300	Closed	-$33K	–	2185
2020 Q2	$33K	Buy	+300	New	+$24.9K	﹤0.01%	885

Other funds holding ZS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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. 305 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.
305 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.