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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
Q2 		$8.48M Buy
202,261
+3,106
+2% +$142K 0.13% 119
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 0.16% 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 $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

Crestwood Advisors Group's LAZ Position: Q2 2026 in Review

Crestwood Advisors Group increased its Lazard (LAZ) stake by 1.6% in Q2 2026, buying an estimated $142K and bringing the position to 202,261 shares worth $8.48M. The position accounts for 0.13% of the portfolio, ranked #119.

Crestwood Advisors Group first reported a position in LAZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.69M in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Crestwood Advisors Group held 202,261 shares of Lazard worth $8.48M as of Q2 2026.
  • Crestwood Advisors Group bought 3,106 Lazard shares in Q2 2026, an estimated $142K.
  • Lazard made up 0.13% of Crestwood Advisors Group's portfolio in Q2 2026, its #119 holding.
  • Crestwood Advisors Group first reported a position in Lazard in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Lazard position peaked at $9.69M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.