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Wealth Dimensions Group’s Zscaler ZS Stock Holding History

Wealth Dimensions 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
Q2 		$212K Buy
+1,503
New +$210K 0.04% 173
2026
Q1 		– Sell
-1,162
Closed -$261K – 179
2025
Q4 		$261K Hold
1,162
– – 0.05% 142
2025
Q3 		$348K Sell
1,162
-103
-8% -$29.4K 0.07% 125
2025
Q2 		$397K Hold
1,265
– – 0.09% 115
2025
Q1 		$251K Hold
1,265
– – 0.06% 141
2024
Q4 		$228K Hold
1,265
– – 0.06% 140
2024
Q3 		$216K Sell
1,265
-10
-0.8% -$1.83K 0.05% 142
2024
Q2 		$245K Sell
1,275
-160
-11% -$28.5K 0.07% 125
2024
Q1 		$276K Hold
1,435
– – 0.08% 114
2023
Q4 		$318K Hold
1,435
– – 0.1% 106
2023
Q3 		$223K Hold
1,435
– – 0.08% 121
2023
Q2 		$210K Buy
+1,435
New +$175K 0.08% 131
2022
Q4 		– Sell
-1,435
Closed -$236K – 132
2022
Q3 		$236K Hold
1,435
– – 0.12% 108
2022
Q2 		$215K Hold
1,435
– – 0.1% 118
2022
Q1 		$346K Hold
1,435
– – 0.16% 98
2021
Q4 		$461K Buy
1,435
+10
+0.7% +$3.15K 0.23% 82
2021
Q3 		$374K Sell
1,425
-250
-15% -$62.8K 0.24% 89
2021
Q2 		$362K Buy
1,675
+59
+4% +$11.2K 0.25% 84
2021
Q1 		$277K Sell
1,616
-100
-6% -$19.9K 0.22% 89
2020
Q4 		$343K Buy
+1,716
New +$273K 0.3% 72

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

Wealth Dimensions Group's ZS Position: Q2 2026 in Review

Wealth Dimensions Group opened a new position in Zscaler (ZS) in Q2 2026: 1,503 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings. This is a return to the name: Wealth Dimensions Group previously reported a position in ZS as recently as Q4 2025.

Wealth Dimensions Group first reported a position in ZS in Q4 2020 and has held it in 20 quarters since. The position peaked at $461K in Q4 2021. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Wealth Dimensions Group held 1,503 shares of Zscaler worth $212K as of Q2 2026.
  • Zscaler was a new Wealth Dimensions Group position in Q2 2026.
  • Zscaler made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #173 holding.
  • Wealth Dimensions Group first reported a position in Zscaler in Q4 2020 and has held it in 20 quarters since.
  • Wealth Dimensions Group's Zscaler position peaked at $461K in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.