CA
LAZ icon

Continuum Advisory’s Lazard LAZ Stock Holding History

Continuum Advisory’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 		$13.6K Buy
+325
New +$14.9K ﹤0.01% 1165
2025
Q2 		– Sell
-910
Closed -$39.4K – 1070
2025
Q1 		$39.4K Sell
910
-50
-5% -$2.49K 0.01% 739
2024
Q4 		$49.4K Hold
960
– – 0.01% 667
2024
Q3 		$53.5K Buy
960
+70
+8% +$3.24K 0.01% 644
2024
Q2 		$34K Buy
890
+330
+59% +$12.9K ﹤0.01% 686
2024
Q1 		$21.8K Buy
+560
New +$21.8K ﹤0.01% 761

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

Continuum Advisory's LAZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Lazard (LAZ) in Q2 2026: 325 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in LAZ as recently as Q1 2025.

Continuum Advisory first reported a position in LAZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $53.5K in Q3 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Continuum Advisory held 325 shares of Lazard worth $13.6K as of Q2 2026.
  • Lazard was a new Continuum Advisory position in Q2 2026.
  • Lazard made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1165 holding.
  • Continuum Advisory first reported a position in Lazard in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Lazard position peaked at $53.5K in Q3 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.