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Integrated Wealth Concepts’s LegalZoom.com LZ Stock Holding History

Integrated Wealth Concepts’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 		$46.7K Buy
+7,619
New +$46.7K ﹤0.01% 3418

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

Integrated Wealth Concepts's LZ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in LegalZoom.com (LZ) in Q2 2026: 7,619 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #3418 among its holdings.

241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Integrated Wealth Concepts held 7,619 shares of LegalZoom.com worth $46.7K as of Q2 2026.
  • LegalZoom.com was a new Integrated Wealth Concepts position in Q2 2026.
  • LegalZoom.com made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3418 holding.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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