CMA
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Cedar Mountain Advisors’s LegalZoom.com LZ Stock Holding History

Cedar Mountain 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 		$729 Buy
119
+59
+98% +$362 ﹤0.01% 991
2026
Q1 		$340 Buy
+60
New +$455 ﹤0.01% 1056

Other funds holding LZ

MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

Cedar Mountain Advisors's LZ Position: Q2 2026 in Review

Cedar Mountain Advisors increased its LegalZoom.com (LZ) stake by 98% in Q2 2026, buying an estimated $362 and bringing the position to 119 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Cedar Mountain Advisors first reported a position in LZ in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Cedar Mountain Advisors held 119 shares of LegalZoom.com worth $729 as of Q2 2026.
  • Cedar Mountain Advisors bought 59 LegalZoom.com shares in Q2 2026, an estimated $362.
  • LegalZoom.com made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #991 holding.
  • Cedar Mountain Advisors first reported a position in LegalZoom.com in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.