Oak Harvest Investment Services’s LegalZoom.com LZ Stock Holding History

Oak Harvest Investment Services’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 Q1	–	Sell	-100,000	Closed	-$993K	–	185
2025 Q4	$993K	Hold	100,000	–	–	0.11%	113
2025 Q3	$1.04M	Sell	100,000 -25,000	-20%	-$249K	0.12%	109
2025 Q2	$1.11M	Buy	125,000 +25,000	+25%	+$209K	0.14%	105
2025 Q1	$861K	Hold	100,000	–	–	0.12%	98
2024 Q4	$751K	Buy	+100,000	New	+$753K	0.1%	108

Other funds holding LZ

FPM

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

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

TCMI

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Oak Harvest Investment Services's LZ Position: Q1 2026 in Review

Oak Harvest Investment Services sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 100,000 shares — an estimated $993K sold.

Oak Harvest Investment Services first reported a position in LZ in Q4 2024 and held it in 5 quarters. The position peaked at $1.11M in Q2 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Oak Harvest Investment Services reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
Oak Harvest Investment Services sold 100,000 LegalZoom.com shares in Q1 2026, an estimated $993K.
Oak Harvest Investment Services first reported a position in LegalZoom.com in Q4 2024 and held it in 5 quarters.
Oak Harvest Investment Services's LegalZoom.com position peaked at $1.11M in Q2 2025.
237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Oak Harvest Investment Services's 13F filing for Q1 2026, filed 23 Apr 2026.