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Global Wealth Strategies & Associates’s Lazard LAZ Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-74
Closed -$3.59K – 580
2025
Q4 		$3.59K Buy
+74
New +$3.69K ﹤0.01% 389

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Global Wealth Strategies & Associates's LAZ Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Lazard (LAZ) in Q1 2026, closing a stake of 74 shares — an estimated $3.59K sold.

Global Wealth Strategies & Associates first reported a position in LAZ in Q4 2025 and held it in 1 quarter. The position peaked at $3.59K in Q4 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 74 Lazard shares in Q1 2026, an estimated $3.59K.
  • Global Wealth Strategies & Associates first reported a position in Lazard in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Lazard position peaked at $3.59K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.