CAPTRUST Financial Advisors
LAZ icon

CAPTRUST Financial Advisors’s Lazard LAZ Stock Holding History

CAPTRUST Financial Advisors’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 		$947K Buy
22,295
+1,970
+10% +$96.4K ﹤0.01% 1647
2025
Q4 		$987K Buy
20,325
+8,747
+76% +$436K ﹤0.01% 1515
2025
Q3 		$611K Buy
11,578
+1,226
+12% +$66.1K ﹤0.01% 1692
2025
Q2 		$497K Buy
+10,352
New +$433K ﹤0.01% 1734
2022
Q3 		– Sell
-200
Closed -$6K – 3141
2022
Q2 		$6K Hold
200
– – ﹤0.01% 4003
2022
Q1 		$7K Sell
200
-229
-53% -$8.86K ﹤0.01% 3972
2021
Q4 		$19K Buy
429
+109
+34% +$5.1K ﹤0.01% 3314
2021
Q3 		$15K Buy
320
+120
+60% +$5.6K ﹤0.01% 3356
2021
Q2 		$9K Hold
200
– – ﹤0.01% 3598
2021
Q1 		$9K Sell
200
-500
-71% -$21.3K ﹤0.01% 3489
2020
Q4 		$30K Buy
700
+500
+250% +$18.9K ﹤0.01% 2066
2020
Q3 		$7K Hold
200
– – ﹤0.01% 2426
2020
Q2 		$6K Sell
200
-5,840
-97% -$158K ﹤0.01% 2347
2020
Q1 		$136K Sell
6,040
-3,400
-36% -$126K ﹤0.01% 998
2019
Q4 		$385K Buy
+9,440
New +$357K 0.01% 769

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return