EFG
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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

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

Everhart Financial Group's LAZ Position: Q2 2026 in Review

Everhart Financial Group sold out of Lazard (LAZ) in Q2 2026, closing a stake of 5,767 shares — an estimated $245K sold.

Everhart Financial Group first reported a position in LAZ in Q2 2024 and held it in 8 quarters. The position peaked at $439K in Q4 2024. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Everhart Financial Group reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 5,767 Lazard shares in Q2 2026, an estimated $245K.
  • Everhart Financial Group first reported a position in Lazard in Q2 2024 and held it in 8 quarters.
  • Everhart Financial Group's Lazard position peaked at $439K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.