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Coldstream Capital Management’s Lazard LAZ Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-116
Closed -$5.02K – 2309
2025
Q1 		$5.02K Buy
+116
New +$5.77K ﹤0.01% 2696
2016
Q2 		– Sell
-6,930
Closed -$269K – 243
2016
Q1 		$269K Buy
+6,930
New +$249K 0.05% 190
2015
Q1 		– Sell
-9,765
Closed -$489K – 155
2014
Q4 		$489K Hold
9,765
– – 0.14% 94
2014
Q3 		$495K Hold
9,765
– – 0.14% 93
2014
Q2 		$503K Sell
9,765
-890
-8% -$43.9K 0.15% 95
2014
Q1 		$502K Buy
10,655
+500
+5% +$22.5K 0.16% 90
2013
Q4 		$460K Hold
10,155
– – 0.15% 96
2013
Q3 		$366K Buy
10,155
+131
+1% +$4.65K 0.12% 105
2013
Q2 		$322K Buy
+10,024
New +$335K 0.11% 115

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Coldstream Capital Management's LAZ Position: Q2 2025 in Review

Coldstream Capital Management sold out of Lazard (LAZ) in Q2 2025, closing a stake of 116 shares — an estimated $5.02K sold.

Coldstream Capital Management first reported a position in LAZ in Q2 2013 and held it in 9 quarters. The position peaked at $503K in Q2 2014. 300 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Coldstream Capital Management reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 116 Lazard shares in Q2 2025, an estimated $5.02K.
  • Coldstream Capital Management first reported a position in Lazard in Q2 2013 and held it in 9 quarters.
  • Coldstream Capital Management's Lazard position peaked at $503K in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.