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LZ icon

Clearstead Advisors’s LegalZoom.com LZ Stock Holding History

Clearstead 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 		$12.6K Buy
2,048
+48
+2% +$294 ﹤0.01% 1917
2026
Q1 		$11.3K Sell
2,000
-6,213
-76% -$47.1K ﹤0.01% 1561
2025
Q4 		$81.6K Buy
8,213
+4,307
+110% +$42.7K ﹤0.01% 1188
2025
Q3 		$40.5K Buy
3,906
+1,441
+58% +$14.4K ﹤0.01% 1345
2025
Q2 		$22K Buy
2,465
+465
+23% +$3.9K ﹤0.01% 1582
2025
Q1 		$17.2K Hold
2,000
– – ﹤0.01% 1464
2024
Q4 		$15K Hold
2,000
– – ﹤0.01% 1471
2024
Q3 		$12.7K Hold
2,000
– – ﹤0.01% 1539
2024
Q2 		$16.8K Buy
+2,000
New +$20.6K ﹤0.01% 1425

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's LZ Position: Q2 2026 in Review

Clearstead Advisors increased its LegalZoom.com (LZ) stake by 2.4% in Q2 2026, buying an estimated $294 and bringing the position to 2,048 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Clearstead Advisors first reported a position in LZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $81.6K in Q4 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Clearstead Advisors held 2,048 shares of LegalZoom.com worth $12.6K as of Q2 2026.
  • Clearstead Advisors bought 48 LegalZoom.com shares in Q2 2026, an estimated $294.
  • LegalZoom.com made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1917 holding.
  • Clearstead Advisors first reported a position in LegalZoom.com in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's LegalZoom.com position peaked at $81.6K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.