AWM
LZ icon

Accurate Wealth Management’s LegalZoom.com LZ Stock Holding History

Accurate Wealth Management’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Sell
70,166
-8,375
-11% -$51.4K 0.05% 345
2026
Q1 		$441K Buy
78,541
+17,165
+28% +$130K 0.05% 341
2025
Q4 		$637K Sell
61,376
-7,850
-11% -$77.8K 0.08% 250
2025
Q3 		$701K Sell
69,226
-502
-0.7% -$5.01K 0.09% 232
2025
Q2 		$639K Buy
69,728
+12,812
+23% +$107K 0.1% 219
2025
Q1 		$406K Buy
+56,916
New +$510K 0.08% 230

Other funds holding LZ

HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

Accurate Wealth Management's LZ Position: Q2 2026 in Review

Accurate Wealth Management reduced its LegalZoom.com (LZ) stake by 11% in Q2 2026, selling an estimated $51.4K and leaving 70,166 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #345.

Accurate Wealth Management first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q3 2025. 38 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Accurate Wealth Management held 70,166 shares of LegalZoom.com worth $509K as of Q2 2026.
  • Accurate Wealth Management sold 8,375 LegalZoom.com shares in Q2 2026, an estimated $51.4K.
  • LegalZoom.com made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Accurate Wealth Management first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's LegalZoom.com position peaked at $701K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.