Valley Wealth Managers
ZS icon

Valley Wealth Managers’s Zscaler ZS Stock Holding History

Valley Wealth Managers’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 		– Hold
0
– – – 338
2026
Q2 		– Hold
0
– – – 340
2026
Q1 		– Hold
0
– – – 314
2025
Q4 		– Hold
0
– – – 350
2025
Q3 		– Hold
0
– – – 294
2025
Q2 		– Hold
0
– – – 290
2025
Q1 		– Hold
0
– – – 362
2024
Q4 		– Hold
0
– – – 393
2024
Q3 		– Hold
0
– – – 400
2024
Q2 		– Hold
0
– – – 367
2024
Q1 		– Hold
0
– – – 312
2023
Q4 		– Hold
0
– – – 330
2023
Q3 		– Hold
0
– – – 360
2023
Q2 		– Hold
0
– – – 334
2023
Q1 		– Hold
0
– – – 355
2022
Q4 		– Sell
-6
Closed -$815 – 358
2022
Q3 		$1K Buy
+6
New +$982 ﹤0.01% 422

Other funds holding ZS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Woodstock Corp
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Valley Wealth Managers's ZS Position: Q3 2026 in Review

Valley Wealth Managers held its Zscaler (ZS) position steady in Q3 2026 at 0 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Valley Wealth Managers first reported a position in ZS in Q3 2022 and has held it in 1 quarter since. The position peaked at $1K in Q3 2022. 185 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Valley Wealth Managers held 0 shares of Zscaler worth $52 as of Q3 2026.
  • Valley Wealth Managers left its Zscaler share count unchanged in Q3 2026.
  • Zscaler made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #338 holding.
  • Valley Wealth Managers first reported a position in Zscaler in Q3 2022 and has held it in 1 quarter since.
  • Valley Wealth Managers's Zscaler position peaked at $1K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.