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
Q1 		$567K Sell
13,337
-24,703
-65% -$1.21M ﹤0.01% 1962
2025
Q4 		$1.85M Buy
+38,040
New +$1.9M ﹤0.01% 1568
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return