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Rothschild Investment LLC’s LegalZoom.com LZ Stock Holding History

Rothschild Investment LLC’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 		$10.3K Buy
1,687
+964
+133% +$5.91K ﹤0.01% 1859
2026
Q1 		$4.1K Sell
723
-444
-38% -$3.37K ﹤0.01% 2158
2025
Q4 		$11.6K Buy
1,167
+639
+121% +$6.34K ﹤0.01% 1514
2025
Q3 		$5.48K Buy
528
+248
+89% +$2.47K ﹤0.01% 1673
2025
Q2 		$2.5K Buy
280
+25
+10% +$209 ﹤0.01% 1915
2025
Q1 		$2.2K Buy
255
+55
+28% +$492 ﹤0.01% 1837
2024
Q4 		$1.5K Buy
200
+40
+25% +$301 ﹤0.01% 1976
2024
Q3 		$1.02K Buy
160
+90
+129% +$589 ﹤0.01% 2157
2024
Q2 		$587 Buy
70
+60
+600% +$618 ﹤0.01% 1913
2024
Q1 		$133 Buy
+10
New +$115 ﹤0.01% 2004

Other funds holding LZ

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild Investment LLC's LZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its LegalZoom.com (LZ) stake by 133% in Q2 2026, buying an estimated $5.91K and bringing the position to 1,687 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Rothschild Investment LLC first reported a position in LZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6K in Q4 2025. 79 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Rothschild Investment LLC held 1,687 shares of LegalZoom.com worth $10.3K as of Q2 2026.
  • Rothschild Investment LLC bought 964 LegalZoom.com shares in Q2 2026, an estimated $5.91K.
  • LegalZoom.com made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1859 holding.
  • Rothschild Investment LLC first reported a position in LegalZoom.com in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's LegalZoom.com position peaked at $11.6K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.