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Visionary Wealth Advisors’s Zscaler ZS Stock Holding History

Visionary Wealth 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 		$256K Sell
1,814
-479
-21% -$66.8K 0.01% 590
2026
Q1 		$322K Buy
2,293
+104
+5% +$18.4K 0.01% 511
2025
Q4 		$492K Sell
2,189
-135
-6% -$38.1K 0.02% 387
2025
Q3 		$696K Buy
2,324
+25
+1% +$7.13K 0.03% 332
2025
Q2 		$722K Hold
2,299
– – 0.04% 313
2025
Q1 		$456K Buy
2,299
+15
+0.7% +$2.99K 0.03% 360
2024
Q4 		$412K Sell
2,284
-27
-1% -$5.23K 0.02% 383
2024
Q3 		$395K Buy
2,311
+190
+9% +$34.7K 0.02% 384
2024
Q2 		$408K Sell
2,121
-100
-5% -$17.8K 0.03% 358
2024
Q1 		$428K Buy
2,221
+230
+12% +$51.5K 0.03% 351
2023
Q4 		$441K Buy
1,991
+14
+0.7% +$2.59K 0.03% 336
2023
Q3 		$308K Sell
1,977
-70
-3% -$10.5K 0.02% 364
2023
Q2 		$299K Sell
2,047
-240
-10% -$29.3K 0.02% 365
2023
Q1 		$267K Buy
2,287
+30
+1% +$3.6K 0.02% 372
2022
Q4 		$253K Sell
2,257
-100
-4% -$13.6K 0.02% 358
2022
Q3 		$387K Sell
2,357
-60
-2% -$9.82K 0.04% 256
2022
Q2 		$361K Buy
2,417
+30
+1% +$5.3K 0.03% 294
2022
Q1 		$576K Buy
2,387
+1,112
+87% +$273K 0.05% 233
2021
Q4 		$410K Hold
1,275
– – 0.03% 253
2021
Q3 		$334K Sell
1,275
-1,060
-45% -$266K 0.03% 236
2021
Q2 		$505K Sell
2,335
-45
-2% -$8.56K 0.05% 201
2021
Q1 		$409K Buy
2,380
+930
+64% +$185K 0.04% 215
2020
Q4 		$290K Buy
1,450
+25
+2% +$3.98K 0.03% 237
2020
Q3 		$200K Buy
+1,425
New +$185K 0.03% 245

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

Visionary Wealth Advisors's ZS Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Zscaler (ZS) stake by 21% in Q2 2026, selling an estimated $66.8K and leaving 1,814 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #590.

Visionary Wealth Advisors first reported a position in ZS in Q3 2020 and has held it in 24 quarters since. The position peaked at $722K in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Visionary Wealth Advisors held 1,814 shares of Zscaler worth $256K as of Q2 2026.
  • Visionary Wealth Advisors sold 479 Zscaler shares in Q2 2026, an estimated $66.8K.
  • Zscaler made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #590 holding.
  • Visionary Wealth Advisors first reported a position in Zscaler in Q3 2020 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Zscaler position peaked at $722K in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.