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GPS Wealth Strategies Group’s Lazard LAZ Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-115
Closed -$6.07K – 1129
2025
Q3 		$6.07K Hold
115
– – ﹤0.01% 1214
2025
Q2 		$5.52K Hold
115
– – ﹤0.01% 1178
2025
Q1 		$4.98K Hold
115
– – ﹤0.01% 1153
2024
Q4 		$5.92K Hold
115
– – ﹤0.01% 1061
2024
Q3 		$5.79K Hold
115
– – ﹤0.01% 1065
2024
Q2 		$4.39K Buy
+115
New +$4.49K ﹤0.01% 1087
2022
Q2 		– Sell
-500
Closed -$17K – 1149
2022
Q1 		$17K Hold
500
– – ﹤0.01% 621
2021
Q4 		$22K Hold
500
– – ﹤0.01% 563
2021
Q3 		$23K Hold
500
– – 0.01% 537
2021
Q2 		$23K Hold
500
– – 0.01% 554
2021
Q1 		$21K Buy
+500
New +$21.3K 0.01% 534

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's LAZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Lazard (LAZ) in Q4 2025, closing a stake of 115 shares — an estimated $6.07K sold.

GPS Wealth Strategies Group first reported a position in LAZ in Q1 2021 and held it in 11 quarters. The position peaked at $23K in Q3 2021. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 115 Lazard shares in Q4 2025, an estimated $6.07K.
  • GPS Wealth Strategies Group first reported a position in Lazard in Q1 2021 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Lazard position peaked at $23K in Q3 2021.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.