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Vermillion & White Wealth Management Group’s Zscaler ZS Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-74
Closed -$16.6K – 552
2025
Q4 		$16.6K Buy
74
+49
+196% +$13.8K 0.01% 272
2025
Q3 		$7.49K Buy
+25
New +$7.13K ﹤0.01% 352

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vermillion & White Wealth Management Group's ZS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Zscaler (ZS) in Q1 2026, closing a stake of 74 shares — an estimated $16.6K sold.

Vermillion & White Wealth Management Group first reported a position in ZS in Q3 2025 and held it in 2 quarters. The position peaked at $16.6K in Q4 2025. 744 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 74 Zscaler shares in Q1 2026, an estimated $16.6K.
  • Vermillion & White Wealth Management Group first reported a position in Zscaler in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Zscaler position peaked at $16.6K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.