Morgan Stanley’s LZ Technology Holdings LZMH Stock Holding History

Morgan Stanley’s Portfolio LZMH Stock Details LZMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,010	Closed	-$33.5K	–	8578
2025 Q4	$33.5K	Sell	1,010 -141	-12%	-$7.61K	﹤0.01%	6550
2025 Q3	$75.7K	Buy	1,151 +620	+117%	+$61.6K	﹤0.01%	6266
2025 Q2	$176K	Buy	531 +529	+26,450%	+$147K	﹤0.01%	5902
2025 Q1	$339	Buy	+2	New	+$360	﹤0.01%	7417

Other funds holding LZMH

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Morgan Stanley's LZMH Position: Q1 2026 in Review

Morgan Stanley sold out of LZ Technology Holdings (LZMH) in Q1 2026, closing a stake of 1,010 shares — an estimated $33.5K sold.

Morgan Stanley first reported a position in LZMH in Q1 2025 and held it in 4 quarters. The position peaked at $176K in Q2 2025. 6 funds tracked by Wall St. Rank hold LZMH as of Q1 2026.

Morgan Stanley reported no remaining LZ Technology Holdings position as of Q1 2026 after selling out during the quarter.
Morgan Stanley sold 1,010 LZ Technology Holdings shares in Q1 2026, an estimated $33.5K.
Morgan Stanley first reported a position in LZ Technology Holdings in Q1 2025 and held it in 4 quarters.
Morgan Stanley's LZ Technology Holdings position peaked at $176K in Q2 2025.
6 funds tracked by Wall St. Rank held LZ Technology Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.