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
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 $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