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Beverly Hills Private Wealth’s Lazard LAZ Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-4,921
Closed -$209K – 319
2026
Q1 		$209K Buy
4,921
+318
+7% +$15.6K 0.03% 322
2025
Q4 		$224K Sell
4,603
-730
-14% -$36.4K 0.04% 303
2025
Q3 		$281K Buy
5,333
+762
+17% +$41.1K 0.05% 278
2025
Q2 		$219K Sell
4,571
-221
-5% -$9.24K 0.04% 315
2025
Q1 		$207K Sell
4,792
-19
-0.4% -$945 0.04% 329
2024
Q4 		$248K Buy
4,811
+108
+2% +$5.79K 0.05% 294
2024
Q3 		$237K Sell
4,703
-1,039
-18% -$48.1K 0.05% 305
2024
Q2 		$219K Sell
5,742
-355
-6% -$13.9K 0.05% 324
2024
Q1 		$255K Buy
+6,097
New +$237K 0.06% 301
2023
Q3 		– Sell
-11,652
Closed -$391K – 312
2023
Q2 		$391K Buy
+11,652
New +$360K 0.06% 263

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Beverly Hills Private Wealth's LAZ Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Lazard (LAZ) in Q2 2026, closing a stake of 4,921 shares — an estimated $209K sold.

Beverly Hills Private Wealth first reported a position in LAZ in Q2 2023 and held it in 10 quarters. The position peaked at $391K in Q2 2023. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,921 Lazard shares in Q2 2026, an estimated $209K.
  • Beverly Hills Private Wealth first reported a position in Lazard in Q2 2023 and held it in 10 quarters.
  • Beverly Hills Private Wealth's Lazard position peaked at $391K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.