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 Q3	$435K	Buy	71,820 +1,654	+2%	+$10.8K	0.04%	405
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

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Accurate Wealth Management's LZ Position: Q3 2026 in Review

Accurate Wealth Management increased its LegalZoom.com (LZ) stake by 2.4% in Q3 2026, buying an estimated $10.8K and bringing the position to 71,820 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #405.

Accurate Wealth Management first reported a position in LZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $701K in Q3 2025. 102 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

Accurate Wealth Management held 71,820 shares of LegalZoom.com worth $435K as of Q3 2026.
Accurate Wealth Management bought 1,654 LegalZoom.com shares in Q3 2026, an estimated $10.8K.
LegalZoom.com made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #405 holding.
Accurate Wealth Management first reported a position in LegalZoom.com in Q1 2025 and has held it in 7 quarters since.
Accurate Wealth Management's LegalZoom.com position peaked at $701K in Q3 2025.
102 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.