Chase Investment Counsel’s LegalZoom.com LZ Stock Holding History

Chase Investment Counsel’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	-13,601	Closed	-$135K	–	157
2025 Q4	$135K	Buy	13,601 +1,489	+12%	+$14.8K	0.04%	131
2025 Q3	$125K	Buy	+12,112	New	+$121K	0.04%	131

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

Chase Investment Counsel's LZ Position: Q1 2026 in Review

Chase Investment Counsel sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 13,601 shares — an estimated $135K sold.

Chase Investment Counsel first reported a position in LZ in Q3 2025 and held it in 2 quarters. The position peaked at $135K in Q4 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Chase Investment Counsel reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
Chase Investment Counsel sold 13,601 LegalZoom.com shares in Q1 2026, an estimated $135K.
Chase Investment Counsel first reported a position in LegalZoom.com in Q3 2025 and held it in 2 quarters.
Chase Investment Counsel's LegalZoom.com position peaked at $135K in Q4 2025.
238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.