Wealth Enhancement Advisory Services’s LegalZoom.com LZ Stock Holding History

Wealth Enhancement Advisory 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 Q2	$533K	Buy	73,508 +22,821	+45%	+$140K	﹤0.01%	2626
2026 Q1	$296K	Sell	50,687 -20,543	-29%	-$156K	﹤0.01%	2794
2025 Q4	$745K	Buy	71,230 +11,274	+19%	+$112K	﹤0.01%	2168
2025 Q3	$598K	Sell	59,956 -164	-0.3%	-$1.64K	﹤0.01%	2220
2025 Q2	$548K	Buy	60,120 +27,527	+84%	+$231K	﹤0.01%	2157
2025 Q1	$281K	Buy	+32,593	New	+$292K	﹤0.01%	2504

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's LZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its LegalZoom.com (LZ) stake by 45% in Q2 2026, buying an estimated $140K and bringing the position to 73,508 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Wealth Enhancement Advisory Services first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $745K in Q4 2025. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Wealth Enhancement Advisory Services held 73,508 shares of LegalZoom.com worth $533K as of Q2 2026.
Wealth Enhancement Advisory Services bought 22,821 LegalZoom.com shares in Q2 2026, an estimated $140K.
LegalZoom.com made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2626 holding.
Wealth Enhancement Advisory Services first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's LegalZoom.com position peaked at $745K in Q4 2025.
242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.