CAG
LAZ icon

Crestwood Advisors Group’s Lazard LAZ Stock Holding History

Crestwood Advisors Group’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 		$8.46M Buy
199,155
+2,307
+1% +$113K 0.14% 114
2025
Q4 		$9.56M Buy
196,848
+13,199
+7% +$659K 0.16% 104
2025
Q3 		$9.69M Buy
183,649
+25
+0% +$1.35K 0.17% 100
2025
Q2 		$8.81M Buy
183,624
+2,465
+1% +$103K 0.16% 109
2025
Q1 		$7.84M Sell
181,159
-3,806
-2% -$189K 0.15% 111
2024
Q4 		$9.52M Buy
184,965
+738
+0.4% +$39.5K 0.18% 99
2024
Q3 		$9.28M Buy
184,227
+1,655
+0.9% +$76.7K 0.18% 102
2024
Q2 		$6.97M Buy
182,572
+3,742
+2% +$146K 0.14% 110
2024
Q1 		$7.49M Buy
178,830
+38,545
+27% +$1.5M 0.16% 104
2023
Q4 		$4.88M Buy
140,285
+28,250
+25% +$851K 0.11% 119
2023
Q3 		$3.47M Buy
+112,035
New +$3.76M 0.09% 130

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