CA
LAZ icon

Claro Advisors’s Lazard LAZ Stock Holding History

Claro 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 		$504K Sell
11,875
-3
-0% -$147 0.06% 236
2025
Q4 		$577K Sell
11,878
-21
-0.2% -$1.05K 0.08% 205
2025
Q3 		$628K Hold
11,899
– – 0.09% 189
2025
Q2 		$571K Sell
11,899
-56
-0.5% -$2.34K 0.09% 188
2025
Q1 		$518K Buy
11,955
+56
+0.5% +$2.79K 0.07% 253
2024
Q4 		$613K Buy
11,899
+1
+0% +$54 0.08% 218
2024
Q3 		$599K Buy
11,898
+23
+0.2% +$1.07K 0.08% 239
2024
Q2 		$453K Hold
11,875
– – 0.07% 245
2024
Q1 		$497K Hold
11,875
– – 0.09% 242
2023
Q4 		$413K Hold
11,875
– – 0.09% 243
2023
Q3 		$368K Hold
11,875
– – 0.09% 237
2023
Q2 		$380K Hold
11,875
– – 0.09% 233
2023
Q1 		$393K Buy
+11,875
New +$438K 0.12% 211
2019
Q1 		– Sell
-70
Closed -$3K – 593
2018
Q4 		$3K Buy
+70
New +$2.79K ﹤0.01% 862

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