EWA
LAZ icon

EverSource Wealth Advisors’s Lazard LAZ Stock Holding History

EverSource Wealth Advisors’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
Q1 		$17.2K Buy
406
+175
+76% +$8.56K ﹤0.01% 2597
2025
Q4 		$11.2K Buy
231
+10
+5% +$499 ﹤0.01% 2736
2025
Q3 		$11.7K Sell
221
-19
-8% -$1.02K ﹤0.01% 2732
2025
Q2 		$11.5K Sell
240
-24
-9% -$1K ﹤0.01% 2714
2025
Q1 		$11.4K Buy
264
+92
+53% +$4.58K ﹤0.01% 2040
2024
Q4 		$8.86K Buy
172
+107
+165% +$5.73K ﹤0.01% 2065
2024
Q3 		$3.27K Sell
65
-57
-47% -$2.64K ﹤0.01% 2389
2024
Q2 		$6K Buy
122
+97
+388% +$3.79K ﹤0.01% 2148
2024
Q1 		$963 Buy
25
+11
+79% +$428 ﹤0.01% 2595
2023
Q4 		$487 Buy
+14
New +$422 ﹤0.01% 2530

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return