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Evergreen Capital Management’s Lazard LAZ Stock Holding History

Evergreen Capital Management’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
-6,910
Closed -$294K – 1614
2026
Q1 		$294K Sell
6,910
-999
-13% -$48.9K 0.01% 1138
2025
Q4 		$384K Buy
7,909
+3,988
+102% +$199K 0.01% 898
2025
Q3 		$207K Buy
+3,921
New +$211K ﹤0.01% 1213

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

Evergreen Capital Management's LAZ Position: Q2 2026 in Review

Evergreen Capital Management sold out of Lazard (LAZ) in Q2 2026, closing a stake of 6,910 shares — an estimated $294K sold.

Evergreen Capital Management first reported a position in LAZ in Q3 2025 and held it in 3 quarters. The position peaked at $384K in Q4 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Evergreen Capital Management reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 6,910 Lazard shares in Q2 2026, an estimated $294K.
  • Evergreen Capital Management first reported a position in Lazard in Q3 2025 and held it in 3 quarters.
  • Evergreen Capital Management's Lazard position peaked at $384K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.