AssetMark Inc
LAZ icon

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
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
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