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Edgestream Partners’s Lazard LAZ Stock Holding History

Edgestream Partners’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 		$2.1M Sell
50,153
-29,703
-37% -$1.36M 0.06% 506
2026
Q1 		$3.39M Buy
+79,856
New +$3.91M 0.11% 349
2025
Q2 		– Sell
-39,681
Closed -$1.72M – 968
2025
Q1 		$1.72M Sell
39,681
-47,491
-54% -$2.36M 0.06% 522
2024
Q4 		$4.49M Buy
+87,172
New +$4.67M 0.19% 182

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

Edgestream Partners's LAZ Position: Q2 2026 in Review

Edgestream Partners reduced its Lazard (LAZ) stake by 37% in Q2 2026, selling an estimated $1.36M and leaving 50,153 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #506.

Edgestream Partners first reported a position in LAZ in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.49M in Q4 2024. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Edgestream Partners held 50,153 shares of Lazard worth $2.1M as of Q2 2026.
  • Edgestream Partners sold 29,703 Lazard shares in Q2 2026, an estimated $1.36M.
  • Lazard made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #506 holding.
  • Edgestream Partners first reported a position in Lazard in Q4 2024 and has held it in 4 quarters since.
  • Edgestream Partners's Lazard position peaked at $4.49M in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.