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Ulland Investment Advisors’s LegalZoom.com LZ Stock Holding History

Ulland Investment Advisors’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 		$2K Buy
250
+100
+67% +$613 ﹤0.01% 217
2026
Q1 		$1K Hold
150
– – ﹤0.01% 208
2025
Q4 		$1K Hold
150
– – ﹤0.01% 211
2025
Q3 		$2K Buy
+150
New +$1.5K ﹤0.01% 218

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

Ulland Investment Advisors's LZ Position: Q2 2026 in Review

Ulland Investment Advisors increased its LegalZoom.com (LZ) stake by 67% in Q2 2026, buying an estimated $613 and bringing the position to 250 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Ulland Investment Advisors first reported a position in LZ in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Ulland Investment Advisors held 250 shares of LegalZoom.com worth $2K as of Q2 2026.
  • Ulland Investment Advisors bought 100 LegalZoom.com shares in Q2 2026, an estimated $613.
  • LegalZoom.com made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • Ulland Investment Advisors first reported a position in LegalZoom.com in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.