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Wealth Enhancement Trust Services’s Zscaler ZS Stock Holding History

Wealth Enhancement Trust 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
2026
Q2 		$13K Sell
92
-116
-56% -$16.2K ﹤0.01% 692
2026
Q1 		$29.2K Hold
208
– – ﹤0.01% 511
2025
Q4 		$46.8K Buy
+208
New +$58.7K 0.01% 443

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Zscaler (ZS) stake by 56% in Q2 2026, selling an estimated $16.2K and leaving 92 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Wealth Enhancement Trust Services first reported a position in ZS in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.8K in Q4 2025. 562 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Wealth Enhancement Trust Services held 92 shares of Zscaler worth $13K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 116 Zscaler shares in Q2 2026, an estimated $16.2K.
  • Zscaler made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #692 holding.
  • Wealth Enhancement Trust Services first reported a position in Zscaler in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Zscaler position peaked at $46.8K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

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