CA
LAZ icon

Calton & Associates’s Lazard LAZ Stock Holding History

Calton & Associates’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
-22,278
Closed -$684K – 457
2026
Q1 		$684K Sell
22,278
-8,876
-28% -$434K 0.1% 192
2025
Q4 		$855K Buy
31,154
+596
+2% +$29.7K 0.13% 161
2025
Q3 		$834K Sell
30,558
-853
-3% -$46K 0.13% 153
2025
Q2 		$832K Buy
31,411
+5,686
+22% +$238K 0.14% 135
2025
Q1 		$719K Buy
+25,725
New +$1.28M 0.16% 121
2024
Q4 		– Sell
-8,704
Closed -$736K – 239
2024
Q3 		$736K Buy
+8,704
New +$403K 0.28% 82

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

Calton & Associates's LAZ Position: Q2 2026 in Review

Calton & Associates sold out of Lazard (LAZ) in Q2 2026, closing a stake of 22,278 shares — an estimated $684K sold.

Calton & Associates first reported a position in LAZ in Q3 2024 and held it in 6 quarters. The position peaked at $855K in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Calton & Associates reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 22,278 Lazard shares in Q2 2026, an estimated $684K.
  • Calton & Associates first reported a position in Lazard in Q3 2024 and held it in 6 quarters.
  • Calton & Associates's Lazard position peaked at $855K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.