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Waypoint Wealth Counsel’s Zscaler ZS Stock Holding History

Waypoint Wealth Counsel’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
-1,041
Closed -$234K – 302
2025
Q4 		$234K Sell
1,041
-1,133
-52% -$320K 0.09% 236
2025
Q3 		$651K Buy
2,174
+1,388
+177% +$396K 0.26% 67
2025
Q2 		$247K Buy
+786
New +$196K 0.12% 146

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waypoint Wealth Counsel's ZS Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,041 shares — an estimated $234K sold.

Waypoint Wealth Counsel first reported a position in ZS in Q2 2025 and held it in 3 quarters. The position peaked at $651K in Q3 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,041 Zscaler shares in Q1 2026, an estimated $234K.
  • Waypoint Wealth Counsel first reported a position in Zscaler in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Zscaler position peaked at $651K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.