Global Retirement Partners’s LegalZoom.com LZ Stock Holding History

Global Retirement 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
2025 Q4	$6.04K	Buy	608 +578	+1,927%	+$5.73K	﹤0.01%	3370
2025 Q3	$311	Hold	30	–	–	﹤0.01%	3703
2025 Q2	$267	Buy	+30	New	+$251	﹤0.01%	3647
2024 Q4	$1.37K	Hold	182	–	–	﹤0.01%	3196
2024 Q3	$1.16K	Buy	182 +152	+507%	+$995	﹤0.01%	3105
2024 Q2	$252	Sell	30 -74	-71%	-$762	﹤0.01%	3399
2024 Q1	$1.39K	Hold	104	–	–	﹤0.01%	2878
2023 Q4	$1.1K	Hold	104	–	–	﹤0.01%	2870
2023 Q3	$1.1K	Hold	104	–	–	﹤0.01%	2741
2023 Q2	$1.26K	Hold	104	–	–	﹤0.01%	2708
2023 Q1	$807	Buy	104 +74	+247%	+$627	﹤0.01%	2793
2022 Q4	$232	Hold	30	–	–	﹤0.01%	2927
2022 Q3	$0	Buy	+30	New	+$311	﹤0.01%	2862

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's LZ Position: Q4 2025 in Review

Global Retirement Partners increased its LegalZoom.com (LZ) stake by 1,927% in Q4 2025, buying an estimated $5.73K and bringing the position to 608 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Global Retirement Partners first reported a position in LZ in Q3 2022 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

Global Retirement Partners held 608 shares of LegalZoom.com worth $6.04K as of Q4 2025.
Global Retirement Partners bought 578 LegalZoom.com shares in Q4 2025, an estimated $5.73K.
LegalZoom.com made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3370 holding.
Global Retirement Partners first reported a position in LegalZoom.com in Q3 2022 and has held it in 13 quarters since.
235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.