Arkadios Wealth Advisors’s LegalZoom.com LZ Stock Holding History

Arkadios Wealth Advisors’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	$379K	Sell	61,894 -12,925	-17%	-$79.3K	0.01%	1267
2026 Q1	$424K	Buy	74,819 +3,953	+6%	+$30K	0.01%	1193
2025 Q4	$704K	Sell	70,866 -5,479	-7%	-$54.3K	0.01%	860
2025 Q3	$792K	Buy	76,345 +3,345	+5%	+$33.4K	0.02%	740
2025 Q2	$650K	Buy	73,000 +2,924	+4%	+$24.5K	0.02%	748
2025 Q1	$603K	Buy	+70,076	New	+$627K	0.02%	637

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arkadios Wealth Advisors's LZ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its LegalZoom.com (LZ) stake by 17% in Q2 2026, selling an estimated $79.3K and leaving 61,894 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #1267.

Arkadios Wealth Advisors first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $792K in Q3 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Arkadios Wealth Advisors held 61,894 shares of LegalZoom.com worth $379K as of Q2 2026.
Arkadios Wealth Advisors sold 12,925 LegalZoom.com shares in Q2 2026, an estimated $79.3K.
LegalZoom.com made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1267 holding.
Arkadios Wealth Advisors first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
Arkadios Wealth Advisors's LegalZoom.com position peaked at $792K in Q3 2025.
244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.