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

EverSource 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	$14.5K	Buy	2,373 +637	+37%	+$3.91K	﹤0.01%	2669
2026 Q1	$9.84K	Sell	1,736 -3,443	-66%	-$26.1K	﹤0.01%	2928
2025 Q4	$51.4K	Buy	5,179 +1,403	+37%	+$13.9K	﹤0.01%	1731
2025 Q3	$39.2K	Sell	3,776 -788	-17%	-$7.86K	﹤0.01%	1884
2025 Q2	$40.7K	Buy	4,564 +4,140	+976%	+$34.7K	﹤0.01%	1755
2025 Q1	$3.65K	Buy	424 +379	+842%	+$3.39K	﹤0.01%	2648
2024 Q4	$338	Buy	+45	New	+$339	﹤0.01%	3312
2022 Q1	–	Sell	-608	Closed	-$10K	–	1789
2021 Q4	$10K	Buy	+608	New	+$12.9K	﹤0.01%	966

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

EverSource Wealth Advisors increased its LegalZoom.com (LZ) stake by 37% in Q2 2026, buying an estimated $3.91K and bringing the position to 2,373 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

EverSource Wealth Advisors first reported a position in LZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $51.4K in Q4 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

EverSource Wealth Advisors held 2,373 shares of LegalZoom.com worth $14.5K as of Q2 2026.
EverSource Wealth Advisors bought 637 LegalZoom.com shares in Q2 2026, an estimated $3.91K.
LegalZoom.com made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2669 holding.
EverSource Wealth Advisors first reported a position in LegalZoom.com in Q4 2021 and has held it in 8 quarters since.
EverSource Wealth Advisors's LegalZoom.com position peaked at $51.4K in Q4 2025.
243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.