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
Q2 		$12.2K Sell
292
-114
-28% -$5.22K ﹤0.01% 2782
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 $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

EverSource Wealth Advisors's LAZ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lazard (LAZ) stake by 28% in Q2 2026, selling an estimated $5.22K and leaving 292 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

EverSource Wealth Advisors first reported a position in LAZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q1 2026. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • EverSource Wealth Advisors held 292 shares of Lazard worth $12.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 114 Lazard shares in Q2 2026, an estimated $5.22K.
  • Lazard made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2782 holding.
  • EverSource Wealth Advisors first reported a position in Lazard in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Lazard position peaked at $17.2K in Q1 2026.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.