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Essential Partners’s LegalZoom.com LZ Stock Holding History

Essential Partners’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
Q3 		$5.02K Buy
894
+344
+63% +$2.25K ﹤0.01% 1504
2026
Q2 		$3.37K Sell
550
-881
-62% -$5.4K ﹤0.01% 1734
2026
Q1 		$8.11K Sell
1,431
-15,504
-92% -$118K ﹤0.01% 1345
2025
Q4 		$168K Sell
16,935
-29,494
-64% -$292K 0.05% 349
2025
Q3 		$482K Buy
46,429
+877
+2% +$8.74K 0.16% 179
2025
Q2 		$406K Buy
+45,552
New +$382K 0.16% 184

Other funds holding LZ

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

Essential Partners's LZ Position: Q3 2026 in Review

Essential Partners increased its LegalZoom.com (LZ) stake by 63% in Q3 2026, buying an estimated $2.25K and bringing the position to 894 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Essential Partners first reported a position in LZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $482K in Q3 2025. 14 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

  • Essential Partners held 894 shares of LegalZoom.com worth $5.02K as of Q3 2026.
  • Essential Partners bought 344 LegalZoom.com shares in Q3 2026, an estimated $2.25K.
  • LegalZoom.com made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1504 holding.
  • Essential Partners first reported a position in LegalZoom.com in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's LegalZoom.com position peaked at $482K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.