Freestone Grove Partners’s Lazard LAZ Stock Holding History

Freestone Grove Partners’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	–	Sell	-7,643	Closed	-$325K	–	1195
2026 Q1	$325K	Buy	+7,643	New	+$374K	﹤0.01%	672

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Freestone Grove Partners's LAZ Position: Q2 2026 in Review

Freestone Grove Partners sold out of Lazard (LAZ) in Q2 2026, closing a stake of 7,643 shares — an estimated $325K sold.

Freestone Grove Partners first reported a position in LAZ in Q1 2026 and held it in 1 quarter. The position peaked at $325K in Q1 2026. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Freestone Grove Partners reported no remaining Lazard position as of Q2 2026 after selling out during the quarter.
Freestone Grove Partners sold 7,643 Lazard shares in Q2 2026, an estimated $325K.
Freestone Grove Partners first reported a position in Lazard in Q1 2026 and held it in 1 quarter.
Freestone Grove Partners's Lazard position peaked at $325K in Q1 2026.
345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.