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Whipplewood Advisors’s Zscaler ZS Stock Holding History

Whipplewood 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
Q1 		– Sell
-3
Closed -$675 – 1100
2025
Q4 		$675 Buy
+3
New +$847 ﹤0.01% 441
2025
Q3 		– Sell
-3
Closed -$942 – 1185
2025
Q2 		$942 Hold
3
– – ﹤0.01% 1029
2025
Q1 		$595 Hold
3
– – ﹤0.01% 1108
2024
Q4 		$541 Buy
+3
New +$581 ﹤0.01% 1105

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

Whipplewood Advisors's ZS Position: Q1 2026 in Review

Whipplewood Advisors sold out of Zscaler (ZS) in Q1 2026, closing a stake of 3 shares — an estimated $675 sold.

Whipplewood Advisors first reported a position in ZS in Q4 2024 and held it in 4 quarters. The position peaked at $942 in Q2 2025. 749 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Whipplewood Advisors reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 3 Zscaler shares in Q1 2026, an estimated $675.
  • Whipplewood Advisors first reported a position in Zscaler in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Zscaler position peaked at $942 in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.