TWD
LZ icon

True Wealth Design’s LegalZoom.com LZ Stock Holding History

True Wealth Design’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 		$2.83K Buy
462
+146
+46% +$895 ﹤0.01% 1555
2026
Q1 		$1.79K Sell
316
-164
-34% -$1.24K ﹤0.01% 1596
2025
Q4 		$4.77K Buy
480
+108
+29% +$1.07K ﹤0.01% 1102
2025
Q3 		$3.86K Buy
372
+198
+114% +$1.97K ﹤0.01% 1189
2025
Q2 		$1.55K Sell
174
-1,198
-87% -$10K ﹤0.01% 1281
2025
Q1 		$11.8K Buy
+1,372
New +$12.3K ﹤0.01% 430

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

True Wealth Design's LZ Position: Q2 2026 in Review

True Wealth Design increased its LegalZoom.com (LZ) stake by 46% in Q2 2026, buying an estimated $895 and bringing the position to 462 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

True Wealth Design first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8K in Q1 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • True Wealth Design held 462 shares of LegalZoom.com worth $2.83K as of Q2 2026.
  • True Wealth Design bought 146 LegalZoom.com shares in Q2 2026, an estimated $895.
  • LegalZoom.com made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1555 holding.
  • True Wealth Design first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's LegalZoom.com position peaked at $11.8K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.