AssetMark Inc’s Lazard LAZ Stock Holding History

AssetMark Inc’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	$105K	Sell	2,499 -1,785	-42%	-$81.7K	﹤0.01%	1614
2026 Q1	$182K	Sell	4,284 -8	-0.2%	-$391	﹤0.01%	1372
2025 Q4	$208K	Sell	4,292 -247	-5%	-$12.3K	﹤0.01%	1299
2025 Q3	$240K	Buy	4,539 +150	+3%	+$8.09K	﹤0.01%	1230
2025 Q2	$211K	Sell	4,389 -90	-2%	-$3.76K	﹤0.01%	1210
2025 Q1	$194K	Sell	4,479 -404	-8%	-$20.1K	﹤0.01%	1150
2024 Q4	$251K	Sell	4,883 -530	-10%	-$28.4K	﹤0.01%	1051
2024 Q3	$273K	Buy	5,413 +589	+12%	+$27.3K	﹤0.01%	976
2024 Q2	$184K	Buy	4,824 +467	+11%	+$18.2K	﹤0.01%	1010
2024 Q1	$182K	Buy	+4,357	New	+$170K	﹤0.01%	955
2021 Q1	–	Sell	-15	Closed	-$1K	–	1449
2020 Q4	$1K	Buy	+15	New	+$567	﹤0.01%	1320
2019 Q1	–	Sell	-1,224	Closed	-$45K	–	1447
2018 Q4	$45K	Buy	+1,224	New	+$48.8K	﹤0.01%	710

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AssetMark Inc's LAZ Position: Q2 2026 in Review

AssetMark Inc reduced its Lazard (LAZ) stake by 42% in Q2 2026, selling an estimated $81.7K and leaving 2,499 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

AssetMark Inc first reported a position in LAZ in Q4 2018 and has held it in 12 quarters since. The position peaked at $273K in Q3 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

AssetMark Inc held 2,499 shares of Lazard worth $105K as of Q2 2026.
AssetMark Inc sold 1,785 Lazard shares in Q2 2026, an estimated $81.7K.
Lazard made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1614 holding.
AssetMark Inc first reported a position in Lazard in Q4 2018 and has held it in 12 quarters since.
AssetMark Inc's Lazard position peaked at $273K in Q3 2024.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.