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Centennial Wealth Advisory’s Lazard LAZ Stock Holding History

Centennial Wealth Advisory’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 		– Sell
-12,795
Closed -$621K – 176
2025
Q4 		$621K Buy
12,795
+455
+4% +$22.7K 0.16% 84
2025
Q3 		$651K Buy
12,340
+429
+4% +$23.1K 0.18% 78
2025
Q2 		$572K Buy
+11,911
New +$498K 0.18% 73

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Centennial Wealth Advisory's LAZ Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of Lazard (LAZ) in Q1 2026, closing a stake of 12,795 shares — an estimated $621K sold.

Centennial Wealth Advisory first reported a position in LAZ in Q2 2025 and held it in 3 quarters. The position peaked at $651K in Q3 2025. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Centennial Wealth Advisory reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Centennial Wealth Advisory sold 12,795 Lazard shares in Q1 2026, an estimated $621K.
  • Centennial Wealth Advisory first reported a position in Lazard in Q2 2025 and held it in 3 quarters.
  • Centennial Wealth Advisory's Lazard position peaked at $651K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.