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Clearstead Trust’s Lazard LAZ Stock Holding History

Clearstead Trust’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 		$3.61K Buy
86
+5
+6% +$229 ﹤0.01% 831
2026
Q1 		$3.44K Sell
81
-14
-15% -$685 ﹤0.01% 815
2025
Q4 		$4.61K Buy
95
+11
+13% +$549 ﹤0.01% 777
2025
Q3 		$4.43K Hold
84
– – ﹤0.01% 794
2025
Q2 		$4.03K Sell
84
-65
-44% -$2.72K ﹤0.01% 801
2025
Q1 		$6.45K Buy
+149
New +$7.41K ﹤0.01% 542

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 Trust's LAZ Position: Q2 2026 in Review

Clearstead Trust increased its Lazard (LAZ) stake by 6.2% in Q2 2026, buying an estimated $229 and bringing the position to 86 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Clearstead Trust first reported a position in LAZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.45K in Q1 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Clearstead Trust held 86 shares of Lazard worth $3.61K as of Q2 2026.
  • Clearstead Trust bought 5 Lazard shares in Q2 2026, an estimated $229.
  • Lazard made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #831 holding.
  • Clearstead Trust first reported a position in Lazard in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Lazard position peaked at $6.45K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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