AAS
LAZ icon

Avantax Advisory Services’s Lazard LAZ Stock Holding History

Avantax Advisory Services’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
Q2 		$510K Sell
10,633
-3,916
-27% -$164K ﹤0.01% 1568
2025
Q1 		$630K Buy
14,549
+375
+3% +$18.6K ﹤0.01% 1367
2024
Q4 		$730K Buy
14,174
+149
+1% +$7.98K ﹤0.01% 1216
2024
Q3 		$707K Buy
14,025
+1,162
+9% +$53.8K ﹤0.01% 1206
2024
Q2 		$491K Buy
+12,863
New +$502K ﹤0.01% 1372

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's LAZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Lazard (LAZ) stake by 27% in Q2 2025, selling an estimated $164K and leaving 10,633 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Avantax Advisory Services first reported a position in LAZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $730K in Q4 2024. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Avantax Advisory Services held 10,633 shares of Lazard worth $510K as of Q2 2025.
  • Avantax Advisory Services sold 3,916 Lazard shares in Q2 2025, an estimated $164K.
  • Lazard made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1568 holding.
  • Avantax Advisory Services first reported a position in Lazard in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Lazard position peaked at $730K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.