Focus Partners Wealth
LAZ icon

Focus Partners Wealth’s Lazard LAZ Stock Holding History

Focus Partners Wealth’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 		$4.11M Sell
98,021
-2,705
-3% -$124K ﹤0.01% 1048
2026
Q1 		$4.28M Sell
100,726
-9
-0% -$440 ﹤0.01% 991
2025
Q4 		$4.89M Buy
100,735
+122
+0.1% +$6.09K 0.01% 953
2025
Q3 		$5.31M Sell
100,613
-598
-0.6% -$32.3K 0.01% 728
2025
Q2 		$4.86M Sell
101,211
-2,567
-2% -$107K 0.01% 688
2025
Q1 		$4.49M Buy
103,778
+66,525
+179% +$3.31M 0.01% 653
2024
Q4 		$1.92M Buy
37,253
+2,454
+7% +$131K 0.01% 844
2024
Q3 		$1.75M Buy
34,799
+166
+0.5% +$7.69K 0.01% 801
2024
Q2 		$1.32M Sell
34,633
-131
-0.4% -$5.12K ﹤0.01% 736
2024
Q1 		$1.46M Buy
+34,764
New +$1.35M 0.01% 536

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

Focus Partners Wealth's LAZ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Lazard (LAZ) stake by 2.7% in Q2 2026, selling an estimated $124K and leaving 98,021 shares worth $4.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Focus Partners Wealth first reported a position in LAZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.31M in Q3 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Focus Partners Wealth held 98,021 shares of Lazard worth $4.11M as of Q2 2026.
  • Focus Partners Wealth sold 2,705 Lazard shares in Q2 2026, an estimated $124K.
  • Lazard made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1048 holding.
  • Focus Partners Wealth first reported a position in Lazard in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Lazard position peaked at $5.31M in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.