Flagship Wealth Advisors’s Lazard LAZ Stock Holding History

Flagship 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
2025 Q4	–	Sell	-277	Closed	-$14.6K	–	416
2025 Q3	$14.6K	Buy	+277	New	+$14.9K	﹤0.01%	305

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Flagship Wealth Advisors's LAZ Position: Q4 2025 in Review

Flagship Wealth Advisors sold out of Lazard (LAZ) in Q4 2025, closing a stake of 277 shares — an estimated $14.6K sold.

Flagship Wealth Advisors first reported a position in LAZ in Q3 2025 and held it in 1 quarter. The position peaked at $14.6K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

Flagship Wealth Advisors reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
Flagship Wealth Advisors sold 277 Lazard shares in Q4 2025, an estimated $14.6K.
Flagship Wealth Advisors first reported a position in Lazard in Q3 2025 and held it in 1 quarter.
Flagship Wealth Advisors's Lazard position peaked at $14.6K in Q3 2025.
335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Flagship Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.