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LAZ icon

ALPS Advisors’s Lazard LAZ Stock Holding History

ALPS Advisors’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 		$3.42M Sell
80,444
-3,914
-5% -$191K 0.02% 309
2025
Q4 		$4.1M Sell
84,358
-5,534
-6% -$276K 0.02% 272
2025
Q3 		$4.74M Buy
+89,892
New +$4.85M 0.03% 260
2023
Q3 		– Sell
-96,279
Closed -$3.08M – 1064
2023
Q2 		$3.08M Buy
96,279
+29,951
+45% +$926K 0.03% 245
2023
Q1 		$2.2M Buy
66,328
+7,302
+12% +$269K 0.02% 270
2022
Q4 		$2.05M Buy
59,026
+6,045
+11% +$215K 0.02% 293
2022
Q3 		$1.69M Buy
52,981
+3,181
+6% +$114K 0.02% 341
2022
Q2 		$1.61M Buy
+49,800
New +$1.68M 0.02% 355
2022
Q1 		– Sell
-7,944
Closed -$347K – 899
2021
Q4 		$347K Buy
7,944
+158
+2% +$7.39K ﹤0.01% 786
2021
Q3 		$357K Buy
7,786
+136
+2% +$6.35K ﹤0.01% 691
2021
Q2 		$346K Hold
7,650
– – ﹤0.01% 716
2021
Q1 		$333K Buy
+7,650
New +$325K ﹤0.01% 697
2018
Q1 		– Sell
-11,320
Closed -$594K – 943
2017
Q4 		$594K Hold
11,320
– – ﹤0.01% 405
2017
Q3 		$512K Buy
+11,320
New +$502K ﹤0.01% 462
2017
Q1 		– Sell
-11,651
Closed -$479K – 791
2016
Q4 		$479K Buy
11,651
+110
+1% +$4.27K ﹤0.01% 440
2016
Q3 		$420K Buy
+11,541
New +$404K ﹤0.01% 484
2015
Q3 		– Sell
-10,627
Closed -$598K – 726
2015
Q2 		$598K Buy
10,627
+165
+2% +$9.18K 0.01% 299
2015
Q1 		$550K Buy
+10,462
New +$515K ﹤0.01% 291
2014
Q3 		– Sell
-13,136
Closed -$677K – 667
2014
Q2 		$677K Buy
13,136
+336
+3% +$16.6K 0.01% 228
2014
Q1 		$603K Buy
+12,800
New +$576K 0.01% 237

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

ALPS Advisors's LAZ Position: Q1 2026 in Review

ALPS Advisors reduced its Lazard (LAZ) stake by 4.6% in Q1 2026, selling an estimated $191K and leaving 80,444 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #309.

ALPS Advisors first reported a position in LAZ in Q1 2014 and has held it in 20 quarters since. The position peaked at $4.74M in Q3 2025. 334 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • ALPS Advisors held 80,444 shares of Lazard worth $3.42M as of Q1 2026.
  • ALPS Advisors sold 3,914 Lazard shares in Q1 2026, an estimated $191K.
  • Lazard made up 0.02% of ALPS Advisors's portfolio in Q1 2026, its #309 holding.
  • ALPS Advisors first reported a position in Lazard in Q1 2014 and has held it in 20 quarters since.
  • ALPS Advisors's Lazard position peaked at $4.74M in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.