Corient Private Wealth
LAZ icon

Corient Private Wealth’s Lazard LAZ Stock Holding History

Corient Private Wealth’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 		$762K Buy
18,171
+4,834
+36% +$221K ﹤0.01% 1956
2026
Q1 		$567K Buy
13,337
+655
+5% +$32K ﹤0.01% 1962
2025
Q4 		$616K Buy
+12,682
New +$633K ﹤0.01% 1762
2024
Q3 		– Sell
-44,403
Closed -$1.7M – 2517
2024
Q2 		$1.7M Buy
44,403
+22,103
+99% +$863K ﹤0.01% 1099
2024
Q1 		$934K Sell
22,300
-1,400
-6% -$54.5K ﹤0.01% 1330
2023
Q4 		$825K Sell
23,700
-1,515
-6% -$45.6K ﹤0.01% 1365
2023
Q3 		$782K Sell
25,215
-214
-0.8% -$7.17K ﹤0.01% 1274
2023
Q2 		$814K Buy
25,429
+254
+1% +$7.85K ﹤0.01% 1230
2023
Q1 		$834K Buy
25,175
+2,975
+13% +$110K ﹤0.01% 1163
2022
Q4 		$770K Buy
+22,200
New +$789K ﹤0.01% 993

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

Corient Private Wealth's LAZ Position: Q2 2026 in Review

Corient Private Wealth increased its Lazard (LAZ) stake by 36% in Q2 2026, buying an estimated $221K and bringing the position to 18,171 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Corient Private Wealth first reported a position in LAZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.7M in Q2 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Corient Private Wealth held 18,171 shares of Lazard worth $762K as of Q2 2026.
  • Corient Private Wealth bought 4,834 Lazard shares in Q2 2026, an estimated $221K.
  • Lazard made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1956 holding.
  • Corient Private Wealth first reported a position in Lazard in Q4 2022 and has held it in 10 quarters since.
  • Corient Private Wealth's Lazard position peaked at $1.7M in Q2 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.