Corient Private Wealth
LZ icon

Corient Private Wealth’s LegalZoom.com LZ Stock Holding History

Corient Private Wealth’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 		$177K Sell
28,800
-177,292
-86% -$1.09M ﹤0.01% 2841
2026
Q1 		$1.17M Buy
+206,092
New +$1.56M ﹤0.01% 1570

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

Corient Private Wealth's LZ Position: Q2 2026 in Review

Corient Private Wealth reduced its LegalZoom.com (LZ) stake by 86% in Q2 2026, selling an estimated $1.09M and leaving 28,800 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Corient Private Wealth first reported a position in LZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.17M in Q1 2026. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Corient Private Wealth held 28,800 shares of LegalZoom.com worth $177K as of Q2 2026.
  • Corient Private Wealth sold 177,292 LegalZoom.com shares in Q2 2026, an estimated $1.09M.
  • LegalZoom.com made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2841 holding.
  • Corient Private Wealth first reported a position in LegalZoom.com in Q1 2026 and has held it in 2 quarters since.
  • Corient Private Wealth's LegalZoom.com position peaked at $1.17M in Q1 2026.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.