WT
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Whittier Trust’s Zscaler ZS Stock Holding History

Whittier Trust’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 		$25K Hold
166
– – ﹤0.01% 983
2026
Q1 		$23.2K Sell
166
-111
-40% -$19.7K ﹤0.01% 976
2025
Q4 		$61.5K Hold
277
– – ﹤0.01% 827
2025
Q3 		$84.6K Buy
277
+111
+67% +$31.6K ﹤0.01% 736
2025
Q2 		$52.1K Hold
166
– – ﹤0.01% 934
2025
Q1 		$32.9K Buy
+166
New +$33.1K ﹤0.01% 1013
2022
Q2 		– Sell
-200
Closed -$48K – 1785
2022
Q1 		$48K Buy
+200
New +$49.1K ﹤0.01% 986
2019
Q4 		– Sell
-55
Closed -$3K – 1621
2019
Q3 		$3K Buy
+55
New +$3.96K ﹤0.01% 1342

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

Whittier Trust's ZS Position: Q2 2026 in Review

Whittier Trust held its Zscaler (ZS) position steady in Q2 2026 at 166 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Whittier Trust first reported a position in ZS in Q3 2019 and has held it in 8 quarters since. The position peaked at $84.6K in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Whittier Trust held 166 shares of Zscaler worth $25K as of Q2 2026.
  • Whittier Trust left its Zscaler share count unchanged in Q2 2026.
  • Zscaler made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #983 holding.
  • Whittier Trust first reported a position in Zscaler in Q3 2019 and has held it in 8 quarters since.
  • Whittier Trust's Zscaler position peaked at $84.6K in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.