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Atlantic Edge Private Wealth Management’s Lazard LAZ Stock Holding History

Atlantic Edge Private 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
2025
Q4 		– Sell
-75
Closed -$3.96K – 588
2025
Q3 		$3.96K Buy
+75
New +$4.04K ﹤0.01% 458

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's LAZ Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Lazard (LAZ) in Q4 2025, closing a stake of 75 shares — an estimated $3.96K sold.

Atlantic Edge Private Wealth Management first reported a position in LAZ in Q3 2025 and held it in 1 quarter. The position peaked at $3.96K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 75 Lazard shares in Q4 2025, an estimated $3.96K.
  • Atlantic Edge Private Wealth Management first reported a position in Lazard in Q3 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Lazard position peaked at $3.96K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.