C
LAZ icon

Covestor’s Lazard LAZ Stock Holding History

Covestor’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 		$11K Sell
257
-166
-39% -$7.6K 0.01% 1525
2026
Q1 		$18K Sell
423
-222
-34% -$10.9K 0.01% 1154
2025
Q4 		$31K Sell
645
-134
-17% -$6.69K 0.02% 1089
2025
Q3 		$41K Sell
779
-892
-53% -$48.1K 0.02% 996
2025
Q2 		$80K Buy
1,671
+930
+126% +$38.9K 0.05% 675
2025
Q1 		$32K Buy
741
+353
+91% +$17.6K 0.02% 1017
2024
Q4 		$20K Sell
388
-1,207
-76% -$64.7K 0.01% 1190
2024
Q3 		$80K Sell
1,595
-303
-16% -$14K 0.05% 654
2024
Q2 		$72K Buy
1,898
+1
+0.1% +$39 0.05% 689
2024
Q1 		$79K Sell
1,897
-536
-22% -$20.9K 0.05% 674
2023
Q4 		$85K Buy
2,433
+875
+56% +$26.4K 0.06% 594
2023
Q3 		$48K Sell
1,558
-567
-27% -$19K 0.04% 789
2023
Q2 		$68K Buy
2,125
+365
+21% +$11.3K 0.05% 645
2023
Q1 		$58K Sell
1,760
-7
-0.4% -$258 0.05% 652
2022
Q4 		$61K Sell
1,767
-278
-14% -$9.88K 0.05% 644
2022
Q3 		$65K Buy
2,045
+2,037
+25,463% +$73.2K 0.06% 587
2022
Q2 		$0 Hold
8
– – ﹤0.01% 2149
2022
Q1 		$0 Buy
8
+2
+33% +$77 ﹤0.01% 2285
2021
Q4 		$0 Buy
+6
New +$281 ﹤0.01% 2213

Other funds holding LAZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Covestor's LAZ Position: Q2 2026 in Review

Covestor reduced its Lazard (LAZ) stake by 39% in Q2 2026, selling an estimated $7.6K and leaving 257 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1525.

Covestor first reported a position in LAZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $85K in Q4 2023. 210 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Covestor held 257 shares of Lazard worth $11K as of Q2 2026.
  • Covestor sold 166 Lazard shares in Q2 2026, an estimated $7.6K.
  • Lazard made up 0.01% of Covestor's portfolio in Q2 2026, its #1525 holding.
  • Covestor first reported a position in Lazard in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Lazard position peaked at $85K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.