Empowered Funds’s Lazard LAZ Stock Holding History

Empowered Funds’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	–	Sell	-21,287	Closed	-$904K	–	2220
2026 Q1	$904K	Buy	+21,287	New	+$1.04M	0.01%	1442
2025 Q4	–	Sell	-4,083	Closed	-$216K	–	1497
2025 Q3	$216K	Buy	+4,083	New	+$220K	﹤0.01%	1701

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empowered Funds's LAZ Position: Q2 2026 in Review

Empowered Funds sold out of Lazard (LAZ) in Q2 2026, closing a stake of 21,287 shares — an estimated $904K sold.

Empowered Funds first reported a position in LAZ in Q3 2025 and held it in 2 quarters. The position peaked at $904K in Q1 2026. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Empowered Funds reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 21,287 Lazard shares in Q2 2026, an estimated $904K.
Empowered Funds first reported a position in Lazard in Q3 2025 and held it in 2 quarters.
Empowered Funds's Lazard position peaked at $904K in Q1 2026.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.