Creative Planning
LZ icon

Creative Planning’s LegalZoom.com LZ Stock Holding History

Creative Planning’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 		$986K Buy
160,871
+84,994
+112% +$521K ﹤0.01% 2651
2026
Q1 		$430K Buy
75,877
+28,468
+60% +$216K ﹤0.01% 3146
2025
Q4 		$471K Buy
47,409
+7,937
+20% +$78.7K ﹤0.01% 2895
2025
Q3 		$410K Buy
39,472
+25,615
+185% +$255K ﹤0.01% 2893
2025
Q2 		$123K Buy
13,857
+752
+6% +$6.3K ﹤0.01% 3382
2025
Q1 		$113K Buy
13,105
+2,618
+25% +$23.4K ﹤0.01% 3225
2024
Q4 		$78.8K Sell
10,487
-820
-7% -$6.18K ﹤0.01% 3188
2024
Q3 		$71.8K Buy
+11,307
New +$74K ﹤0.01% 3061
2022
Q3 		– Sell
-31,137
Closed -$342K – 2391
2022
Q2 		$342K Buy
+31,137
New +$411K ﹤0.01% 1529

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

Creative Planning's LZ Position: Q2 2026 in Review

Creative Planning increased its LegalZoom.com (LZ) stake by 112% in Q2 2026, buying an estimated $521K and bringing the position to 160,871 shares worth $986K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Creative Planning first reported a position in LZ in Q2 2022 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Creative Planning held 160,871 shares of LegalZoom.com worth $986K as of Q2 2026.
  • Creative Planning bought 84,994 LegalZoom.com shares in Q2 2026, an estimated $521K.
  • LegalZoom.com made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2651 holding.
  • Creative Planning first reported a position in LegalZoom.com in Q2 2022 and has held it in 9 quarters since.
  • 242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.