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Clearstead Advisors’s Lazard LAZ Stock Holding History

Clearstead 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 		$1.59K Buy
+38
New +$1.74K ﹤0.01% 2555
2025
Q2 		– Sell
-210
Closed -$9.11K – 2815
2025
Q1 		$9.11K Buy
210
+33
+19% +$1.64K ﹤0.01% 1622
2024
Q4 		$9.09K Buy
177
+2
+1% +$107 ﹤0.01% 1598
2024
Q3 		$8.82K Buy
175
+2
+1% +$93 ﹤0.01% 1608
2024
Q2 		$6.61K Buy
173
+2
+1% +$78 ﹤0.01% 1633
2024
Q1 		$6.63K Buy
+171
New +$6.66K ﹤0.01% 1136

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

Clearstead Advisors's LAZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Lazard (LAZ) in Q2 2026: 38 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #2555 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LAZ as recently as Q1 2025.

Clearstead Advisors first reported a position in LAZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.11K in Q1 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Clearstead Advisors held 38 shares of Lazard worth $1.59K as of Q2 2026.
  • Lazard was a new Clearstead Advisors position in Q2 2026.
  • Lazard made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2555 holding.
  • Clearstead Advisors first reported a position in Lazard in Q1 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's Lazard position peaked at $9.11K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.