EFG
LAZ icon

Everhart Financial Group’s Lazard LAZ Stock Holding History

Everhart Financial Group’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
-5,767
Closed -$245K – 505
2026
Q1 		$245K Sell
5,767
-149
-3% -$7.29K 0.02% 403
2025
Q4 		$287K Sell
5,916
-86
-1% -$4.29K 0.03% 333
2025
Q3 		$317K Sell
6,002
-50
-0.8% -$2.7K 0.03% 307
2025
Q2 		$290K Sell
6,052
-3,324
-35% -$139K 0.03% 292
2025
Q1 		$406K Buy
9,376
+854
+10% +$42.5K 0.06% 239
2024
Q4 		$439K Buy
8,522
+773
+10% +$41.4K 0.09% 204
2024
Q3 		$390K Buy
7,749
+1,940
+33% +$89.9K 0.09% 223
2024
Q2 		$222K Buy
+5,809
New +$227K 0.06% 273

Other funds holding LAZ

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return