Fortitude Family Office’s Lazard LAZ Stock Holding History

Fortitude Family Office’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 Q3	$2.32K	Sell	64 -2	-3%	-$84	﹤0.01%	1957
2026 Q2	$2.77K	Buy	66 +52	+371%	+$2.38K	﹤0.01%	1341
2026 Q1	$595	Hold	14	–	–	﹤0.01%	1666
2025 Q4	$680	Sell	14 -10	-42%	-$499	﹤0.01%	1601
2025 Q3	$1.27K	Buy	24 +12	+100%	+$647	﹤0.01%	1453
2025 Q2	$576	Buy	+12	New	+$502	﹤0.01%	1727

Other funds holding LAZ

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's LAZ Position: Q3 2026 in Review

Fortitude Family Office reduced its Lazard (LAZ) stake by 3% in Q3 2026, selling an estimated $84 and leaving 64 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Fortitude Family Office first reported a position in LAZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.77K in Q2 2026. 31 funds tracked by Wall St. Rank hold LAZ as of Q3 2026.

Fortitude Family Office held 64 shares of Lazard worth $2.32K as of Q3 2026.
Fortitude Family Office sold 2 Lazard shares in Q3 2026, an estimated $84.
Lazard made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1957 holding.
Fortitude Family Office first reported a position in Lazard in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Lazard position peaked at $2.77K in Q2 2026.
31 funds tracked by Wall St. Rank held Lazard as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.