Catalyst Funds Management’s Lazard LAZ Stock Holding History

Catalyst Funds 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
2026 Q2	–	Sell	-43,507	Closed	-$1.85M	–	773
2026 Q1	$1.85M	Buy	43,507 +14,500	+50%	+$709K	0.31%	85
2025 Q4	$1.41M	Buy	+29,007	New	+$1.45M	0.33%	73
2025 Q2	–	Sell	-28,800	Closed	-$1.25M	–	593
2025 Q1	$1.25M	Buy	+28,800	New	+$1.43M	0.33%	89
2024 Q2	–	Sell	-2,500	Closed	-$105K	–	1394
2024 Q1	$105K	Buy	+2,500	New	+$97.4K	0.03%	385

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catalyst Funds Management's LAZ Position: Q2 2026 in Review

Catalyst Funds Management sold out of Lazard (LAZ) in Q2 2026, closing a stake of 43,507 shares — an estimated $1.85M sold.

Catalyst Funds Management first reported a position in LAZ in Q1 2024 and held it in 4 quarters. The position peaked at $1.85M in Q1 2026. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Catalyst Funds Management reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 43,507 Lazard shares in Q2 2026, an estimated $1.85M.
Catalyst Funds Management first reported a position in Lazard in Q1 2024 and held it in 4 quarters.
Catalyst Funds Management's Lazard position peaked at $1.85M in Q1 2026.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.