GRP
LAZ icon

Global Retirement Partners’s Lazard LAZ Stock Holding History

Global Retirement 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 		$141K Buy
+3,364
New +$154K ﹤0.01% 1814
2025
Q4 		$230K Buy
4,740
+4,358
+1,141% +$217K ﹤0.01% 1388
2025
Q3 		$20.2K Sell
382
-207
-35% -$11.2K ﹤0.01% 2398
2025
Q2 		$28.3K Buy
+589
New +$24.6K ﹤0.01% 2091
2024
Q4 		$30.3K Buy
589
+44
+8% +$2.36K ﹤0.01% 1855
2024
Q3 		$27.5K Buy
545
+249
+84% +$11.5K ﹤0.01% 1846
2024
Q2 		$11.3K Buy
296
+4
+1% +$156 ﹤0.01% 2263
2024
Q1 		$12.2K Hold
292
– – ﹤0.01% 2029
2023
Q4 		$11.2K Buy
292
+117
+67% +$3.52K ﹤0.01% 2029
2023
Q3 		$5.13K Buy
175
+88
+101% +$2.95K ﹤0.01% 2186
2023
Q2 		$2.78K Sell
87
-5
-5% -$155 ﹤0.01% 2419
2023
Q1 		$2.74K Sell
92
-34
-27% -$1.25K ﹤0.01% 2386
2022
Q4 		$4.37K Buy
126
+84
+200% +$2.99K ﹤0.01% 2073
2022
Q3 		$2K Buy
+42
New +$1.51K ﹤0.01% 2261
2022
Q1 		– Sell
-240
Closed -$10K – 2711
2021
Q4 		$10K Hold
240
– – 0.01% 156
2021
Q3 		$11K Hold
240
– – ﹤0.01% 1397
2021
Q2 		$11K Hold
240
– – ﹤0.01% 1352
2021
Q1 		$10K Buy
+240
New +$10.2K ﹤0.01% 1297

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 $3.38T AUM 44.17% 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

Global Retirement Partners's LAZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Lazard (LAZ) in Q2 2026: 3,364 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LAZ as recently as Q4 2025.

Global Retirement Partners first reported a position in LAZ in Q1 2021 and has held it in 18 quarters since. The position peaked at $230K in Q4 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Global Retirement Partners held 3,364 shares of Lazard worth $141K as of Q2 2026.
  • Lazard was a new Global Retirement Partners position in Q2 2026.
  • Lazard made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1814 holding.
  • Global Retirement Partners first reported a position in Lazard in Q1 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Lazard position peaked at $230K in Q4 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.