AG
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Ascent Group’s Lazard LAZ Stock Holding History

Ascent Group’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 		– Sell
-5,469
Closed -$266K – 784
2025
Q4 		$266K Sell
5,469
-3,132
-36% -$156K 0.01% 648
2025
Q3 		$454K Sell
8,601
-915
-10% -$49.3K 0.02% 522
2025
Q2 		$457K Sell
9,516
-4,656
-33% -$195K 0.02% 489
2025
Q1 		$614K Buy
14,172
+3,668
+35% +$182K 0.03% 408
2024
Q4 		$541K Buy
10,504
+922
+10% +$49.4K 0.04% 363
2024
Q3 		$483K Buy
9,582
+1,997
+26% +$92.5K 0.04% 377
2024
Q2 		$290K Buy
7,585
+1,405
+23% +$54.9K 0.02% 429
2024
Q1 		$259K Buy
+6,180
New +$241K 0.02% 456

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

Ascent Group's LAZ Position: Q1 2026 in Review

Ascent Group sold out of Lazard (LAZ) in Q1 2026, closing a stake of 5,469 shares — an estimated $266K sold.

Ascent Group first reported a position in LAZ in Q1 2024 and held it in 8 quarters. The position peaked at $614K in Q1 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Ascent Group reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Ascent Group sold 5,469 Lazard shares in Q1 2026, an estimated $266K.
  • Ascent Group first reported a position in Lazard in Q1 2024 and held it in 8 quarters.
  • Ascent Group's Lazard position peaked at $614K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.