Bellevue Asset Management’s LegalZoom.com LZ Stock Holding History

Bellevue Asset 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 Q1	–	Sell	-239	Closed	-$2.37K	–	446
2025 Q4	$2.37K	Sell	239 -71	-23%	-$704	﹤0.01%	420
2025 Q3	$3.22K	Buy	310 +44	+17%	+$439	﹤0.01%	389
2025 Q2	$2.37K	Hold	266	–	–	﹤0.01%	417
2025 Q1	$2.29K	Hold	266	–	–	﹤0.01%	413
2024 Q4	$2K	Hold	266	–	–	﹤0.01%	441
2024 Q3	$1.69K	Hold	266	–	–	﹤0.01%	432
2024 Q2	$2.23K	Hold	266	–	–	﹤0.01%	398
2024 Q1	$3.55K	Buy	266 +50	+23%	+$576	﹤0.01%	347
2023 Q4	$2.44K	Hold	216	–	–	﹤0.01%	386
2023 Q3	$2.36K	Hold	216	–	–	﹤0.01%	367
2023 Q2	$2.61K	Buy	216 +33	+18%	+$349	﹤0.01%	376
2023 Q1	$1.72K	Hold	183	–	–	﹤0.01%	429
2022 Q4	$1.41K	Hold	183	–	–	﹤0.01%	444
2022 Q3	$2K	Buy	183 +25	+16%	+$259	﹤0.01%	414
2022 Q2	$2K	Hold	158	–	–	﹤0.01%	418
2022 Q1	$2K	Buy	+158	New	+$2.38K	﹤0.01%	462

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Bellevue Asset Management's LZ Position: Q1 2026 in Review

Bellevue Asset Management sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 239 shares — an estimated $2.37K sold.

Bellevue Asset Management first reported a position in LZ in Q1 2022 and held it in 16 quarters. The position peaked at $3.55K in Q1 2024. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Bellevue Asset Management reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 239 LegalZoom.com shares in Q1 2026, an estimated $2.37K.
Bellevue Asset Management first reported a position in LegalZoom.com in Q1 2022 and held it in 16 quarters.
Bellevue Asset Management's LegalZoom.com position peaked at $3.55K in Q1 2024.
238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.