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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
2022
Q3 		– Sell
-1,100
Closed -$164K – 550
2022
Q2 		$164K Buy
+1,100
New +$195K 0.01% 446

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Valeo Financial Advisors's ZS Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Zscaler (ZS) in Q3 2026: 1,544 shares worth $308K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in ZS as recently as Q1 2026.

Valeo Financial Advisors first reported a position in ZS in Q2 2019 and has held it in 25 quarters since. The position peaked at $508K in Q3 2021. 23 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Valeo Financial Advisors held 1,544 shares of Zscaler worth $308K as of Q3 2026.
  • Zscaler was a new Valeo Financial Advisors position in Q3 2026.
  • Zscaler made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #624 holding.
  • Valeo Financial Advisors first reported a position in Zscaler in Q2 2019 and has held it in 25 quarters since.
  • Valeo Financial Advisors's Zscaler position peaked at $508K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.