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EP Wealth Advisors’s LegalZoom.com LZ Stock Holding History

EP Wealth 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 		– Sell
-40,702
Closed -$231K – 1813
2026
Q1 		$231K Sell
40,702
-2,481
-6% -$18.8K ﹤0.01% 1321
2025
Q4 		$429K Buy
+43,183
New +$428K ﹤0.01% 951
2025
Q2 		$368K Buy
41,352
+1,139
+3% +$9.54K ﹤0.01% 915
2025
Q1 		$346K Buy
40,213
+8,241
+26% +$73.8K ﹤0.01% 848
2024
Q4 		$240K Buy
+31,972
New +$241K ﹤0.01% 971

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

EP Wealth Advisors's LZ Position: Q2 2026 in Review

EP Wealth Advisors sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 40,702 shares — an estimated $231K sold.

EP Wealth Advisors first reported a position in LZ in Q4 2024 and held it in 5 quarters. The position peaked at $429K in Q4 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • EP Wealth Advisors reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 40,702 LegalZoom.com shares in Q2 2026, an estimated $231K.
  • EP Wealth Advisors first reported a position in LegalZoom.com in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's LegalZoom.com position peaked at $429K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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