Morgan Stanley
LZ icon

Morgan Stanley’s LegalZoom.com LZ Stock Holding History

Morgan Stanley’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 		$14.9M Buy
2,437,381
+278,514
+13% +$1.71M ﹤0.01% 3365
2026
Q1 		$12.2M Sell
2,158,867
-556,489
-20% -$4.22M ﹤0.01% 3393
2025
Q4 		$27M Buy
2,715,356
+520,777
+24% +$5.16M ﹤0.01% 2653
2025
Q3 		$22.8M Buy
2,194,579
+141,132
+7% +$1.41M ﹤0.01% 2763
2025
Q2 		$18.3M Buy
2,053,447
+747,723
+57% +$6.26M ﹤0.01% 2900
2025
Q1 		$11.2M Sell
1,305,724
-177,243
-12% -$1.59M ﹤0.01% 3232
2024
Q4 		$11.1M Buy
1,482,967
+29,817
+2% +$225K ﹤0.01% 3310
2024
Q3 		$9.23M Buy
1,453,150
+489,954
+51% +$3.21M ﹤0.01% 3491
2024
Q2 		$8.08M Sell
963,196
-619,129
-39% -$6.37M ﹤0.01% 3481
2024
Q1 		$21.1M Sell
1,582,325
-35,687
-2% -$411K ﹤0.01% 2631
2023
Q4 		$18.3M Buy
1,618,012
+537,629
+50% +$5.85M ﹤0.01% 2779
2023
Q3 		$11.8M Sell
1,080,383
-722,654
-40% -$8.86M ﹤0.01% 2967
2023
Q2 		$21.8M Buy
1,803,037
+391,897
+28% +$4.15M ﹤0.01% 2392
2023
Q1 		$13.2M Buy
1,411,140
+437,536
+45% +$3.7M ﹤0.01% 2874
2022
Q4 		$7.54M Buy
973,604
+568,996
+141% +$4.94M ﹤0.01% 3356
2022
Q3 		$3.47M Buy
404,608
+134,083
+50% +$1.39M ﹤0.01% 3983
2022
Q2 		$2.97M Buy
270,525
+146,045
+117% +$1.93M ﹤0.01% 4221
2022
Q1 		$1.76M Sell
124,480
-127,612
-51% -$1.92M ﹤0.01% 4609
2021
Q4 		$4.05M Buy
252,092
+210,702
+509% +$4.47M ﹤0.01% 3940
2021
Q3 		$1.09M Buy
41,390
+18,224
+79% +$641K ﹤0.01% 4996
2021
Q2 		$876K Buy
+23,166
New +$877K ﹤0.01% 5161

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

Morgan Stanley's LZ Position: Q2 2026 in Review

Morgan Stanley increased its LegalZoom.com (LZ) stake by 13% in Q2 2026, buying an estimated $1.71M and bringing the position to 2,437,381 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Morgan Stanley first reported a position in LZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $27M in Q4 2025. 241 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Morgan Stanley held 2,437,381 shares of LegalZoom.com worth $14.9M as of Q2 2026.
  • Morgan Stanley bought 278,514 LegalZoom.com shares in Q2 2026, an estimated $1.71M.
  • LegalZoom.com made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3365 holding.
  • Morgan Stanley first reported a position in LegalZoom.com in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's LegalZoom.com position peaked at $27M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.