Advisornet Financial’s Lazard LAZ Stock Holding History

Advisornet Financial’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 Q1	$722	Buy	17 +5	+42%	+$245	﹤0.01%	2061
2025 Q4	$583	Hold	12	–	–	﹤0.01%	2074
2025 Q3	$633	Hold	12	–	–	﹤0.01%	2032
2025 Q2	$576	Buy	12 +5	+71%	+$209	﹤0.01%	2037
2025 Q1	$303	Buy	+7	New	+$348	﹤0.01%	2039
2021 Q1	–	Sell	-10	Closed	–	–	1790
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1775
2020 Q3	$0	Hold	10	–	–	﹤0.01%	1819
2020 Q2	$0	Hold	10	–	–	﹤0.01%	1861
2020 Q1	$0	Hold	10	–	–	﹤0.01%	1877
2019 Q4	$0	Sell	10 -763	-99%	-$28.8K	﹤0.01%	1929
2019 Q3	$27K	Buy	773 +7	+0.9%	+$248	﹤0.01%	1102
2019 Q2	$26K	Sell	766 -11,742	-94%	-$421K	﹤0.01%	987
2019 Q1	$452K	Sell	12,508 -452	-3%	-$17K	0.06%	288
2018 Q4	$478K	Buy	12,960 +2,400	+23%	+$95.8K	0.07%	253
2018 Q3	$508K	Sell	10,560 -780	-7%	-$38.8K	0.06%	259
2018 Q2	$555K	Sell	11,340 -1,025	-8%	-$54.3K	0.08%	221
2018 Q1	$650K	Sell	12,365 -150	-1%	-$8.32K	0.09%	196
2017 Q4	$657K	Buy	+12,515	New	+$600K	0.1%	174

Other funds holding LAZ

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return