AWM
LAZ icon

AE Wealth Management’s Lazard LAZ Stock Holding History

AE 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
Q1 		$466K Sell
10,972
-351,332
-97% -$17.2M ﹤0.01% 1147
2025
Q4 		$17.6M Buy
362,304
+11,039
+3% +$551K 0.1% 205
2025
Q3 		$18.5M Buy
351,265
+12,715
+4% +$686K 0.12% 186
2025
Q2 		$16.2M Buy
+338,550
New +$14.2M 0.12% 190
2018
Q4 		– Sell
-6,137
Closed -$295K – 549
2018
Q3 		$295K Buy
6,137
+723
+13% +$35.9K 0.02% 454
2018
Q2 		$265K Buy
5,414
+63
+1% +$3.33K 0.02% 361
2018
Q1 		$281K Buy
5,351
+455
+9% +$25.2K 0.02% 340
2017
Q4 		$257K Buy
4,896
+250
+5% +$12K 0.02% 350
2017
Q3 		$210K Buy
4,646
+310
+7% +$13.7K 0.02% 375
2017
Q2 		$201K Buy
+4,336
New +$194K 0.02% 359

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return