Wealth Enhancement Advisory Services
ZS icon

Wealth Enhancement Advisory Services’s Zscaler ZS Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q2 		– Sell
-1,900
Closed -$80.2K – 2713
2024
Q1 		$80.2K Buy
+1,900
New +$425K ﹤0.01% 2314

Other funds holding ZS

LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.07B AUM 26.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Zscaler (ZS) stake by 17% in Q2 2026, buying an estimated $523K and bringing the position to 25,314 shares worth $3.53M. The position accounts for 0.01% of the portfolio, ranked #1220.

Wealth Enhancement Advisory Services first reported a position in ZS in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q3 2025. 172 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,314 shares of Zscaler worth $3.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,751 Zscaler shares in Q2 2026, an estimated $523K.
  • Zscaler made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1220 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zscaler in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Zscaler position peaked at $12.6M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.