DiNuzzo Private Wealth’s Lazard LAZ Stock Holding History

DiNuzzo 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	$336	Sell	8 -4	-33%	-$183	﹤0.01%	1186
2026 Q1	$510	Buy	12 +4	+50%	+$196	﹤0.01%	1081
2025 Q4	$389	Sell	8 -3	-27%	-$150	﹤0.01%	1147
2025 Q3	$629	Buy	11 +4	+57%	+$216	﹤0.01%	1034
2025 Q2	$336	Buy	7 +1	+17%	+$42	﹤0.01%	1175
2025 Q1	$260	Hold	6	–	–	﹤0.01%	1198
2024 Q4	$309	Sell	6 -3	-33%	-$161	﹤0.01%	1207
2024 Q3	$454	Buy	+9	New	+$417	﹤0.01%	1130

Other funds holding LAZ

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

DiNuzzo Private Wealth reduced its Lazard (LAZ) stake by 33% in Q2 2026, selling an estimated $183 and leaving 8 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

DiNuzzo Private Wealth first reported a position in LAZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $629 in Q3 2025. 86 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

DiNuzzo Private Wealth held 8 shares of Lazard worth $336 as of Q2 2026.
DiNuzzo Private Wealth sold 4 Lazard shares in Q2 2026, an estimated $183.
Lazard made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1186 holding.
DiNuzzo Private Wealth first reported a position in Lazard in Q3 2024 and has held it in 8 quarters since.
DiNuzzo Private Wealth's Lazard position peaked at $629 in Q3 2025.
86 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.