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Activest Wealth Management’s Lazard LAZ Stock Holding History

Activest Wealth Management’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84 Buy
+2
New +$92 ﹤0.01% 1259
2026
Q1 		– Sell
-1
Closed -$49 – 1290
2025
Q4 		$49 Buy
+1
New +$50 ﹤0.01% 1083
2025
Q2 		– Sell
-27
Closed -$1.13K – 1122
2025
Q1 		$1.17K Buy
+27
New +$1.34K ﹤0.01% 744

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Activest Wealth Management's LAZ Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Lazard (LAZ) in Q2 2026: 2 shares worth $84. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in LAZ as recently as Q4 2025.

Activest Wealth Management first reported a position in LAZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.17K in Q1 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Activest Wealth Management held 2 shares of Lazard worth $84 as of Q2 2026.
  • Lazard was a new Activest Wealth Management position in Q2 2026.
  • Lazard made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1259 holding.
  • Activest Wealth Management first reported a position in Lazard in Q1 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Lazard position peaked at $1.17K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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