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Gilpin Wealth Management’s LegalZoom.com LZ Stock Holding History

Gilpin Wealth Management’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 		$160 Sell
26
-7
-21% -$43 ﹤0.01% 964
2026
Q1 		$188 Buy
+33
New +$250 ﹤0.01% 862

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

Gilpin Wealth Management's LZ Position: Q2 2026 in Review

Gilpin Wealth Management reduced its LegalZoom.com (LZ) stake by 21% in Q2 2026, selling an estimated $43 and leaving 26 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Gilpin Wealth Management first reported a position in LZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $188 in Q1 2026. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Gilpin Wealth Management held 26 shares of LegalZoom.com worth $160 as of Q2 2026.
  • Gilpin Wealth Management sold 7 LegalZoom.com shares in Q2 2026, an estimated $43.
  • LegalZoom.com made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #964 holding.
  • Gilpin Wealth Management first reported a position in LegalZoom.com in Q1 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's LegalZoom.com position peaked at $188 in Q1 2026.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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