EDRH
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Edmond de Rothschild Holding’s Lazard LAZ Stock Holding History

Edmond de Rothschild Holding’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
2025
Q2 		– Sell
-9,647
Closed -$418K – 582
2025
Q1 		$418K Hold
9,647
– – 0.01% 336
2024
Q4 		$497K Sell
9,647
-789
-8% -$42.3K 0.01% 333
2024
Q3 		$526K Sell
10,436
-617
-6% -$28.6K 0.01% 331
2024
Q2 		$422K Hold
11,053
– – 0.01% 361
2024
Q1 		$463K Buy
+11,053
New +$431K 0.01% 366
2016
Q2 		– Sell
-1,142
Closed -$44K – 844
2016
Q1 		$44K Buy
1,142
+622
+120% +$22.3K ﹤0.01% 654
2015
Q4 		$24K Buy
+520
New +$23.8K ﹤0.01% 706

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Edmond de Rothschild Holding's LAZ Position: Q2 2025 in Review

Edmond de Rothschild Holding sold out of Lazard (LAZ) in Q2 2025, closing a stake of 9,647 shares — an estimated $418K sold.

Edmond de Rothschild Holding first reported a position in LAZ in Q4 2015 and held it in 7 quarters. The position peaked at $526K in Q3 2024. 300 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Edmond de Rothschild Holding reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 9,647 Lazard shares in Q2 2025, an estimated $418K.
  • Edmond de Rothschild Holding first reported a position in Lazard in Q4 2015 and held it in 7 quarters.
  • Edmond de Rothschild Holding's Lazard position peaked at $526K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2025, filed 12 Aug 2025.