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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
Q2 		$501K Buy
11,951
+76
+0.6% +$3.48K 0.05% 267
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 $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

Claro Advisors's LAZ Position: Q2 2026 in Review

Claro Advisors increased its Lazard (LAZ) stake by 0.64% in Q2 2026, buying an estimated $3.48K and bringing the position to 11,951 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #267.

Claro Advisors first reported a position in LAZ in Q4 2018 and has held it in 15 quarters since. The position peaked at $628K in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Claro Advisors held 11,951 shares of Lazard worth $501K as of Q2 2026.
  • Claro Advisors bought 76 Lazard shares in Q2 2026, an estimated $3.48K.
  • Lazard made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #267 holding.
  • Claro Advisors first reported a position in Lazard in Q4 2018 and has held it in 15 quarters since.
  • Claro Advisors's Lazard position peaked at $628K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.