UWS
LZ icon

Unique Wealth Strategies’s LegalZoom.com LZ Stock Holding History

Unique Wealth Strategies’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 		– Sell
-81,379
Closed -$461K – 251
2026
Q1 		$461K Buy
+81,379
New +$617K 0.19% 164

Other funds holding LZ

MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Unique Wealth Strategies's LZ Position: Q2 2026 in Review

Unique Wealth Strategies sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 81,379 shares — an estimated $461K sold.

Unique Wealth Strategies first reported a position in LZ in Q1 2026 and held it in 1 quarter. The position peaked at $461K in Q1 2026. 13 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Unique Wealth Strategies reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Unique Wealth Strategies sold 81,379 LegalZoom.com shares in Q2 2026, an estimated $461K.
  • Unique Wealth Strategies first reported a position in LegalZoom.com in Q1 2026 and held it in 1 quarter.
  • Unique Wealth Strategies's LegalZoom.com position peaked at $461K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.