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Grey Fox Wealth Advisors’s Lazard LAZ Stock Holding History

Grey Fox Wealth Advisors’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
-4
Closed -$211 – 398
2025
Q3 		$211 Buy
+4
New +$216 ﹤0.01% 626

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Grey Fox Wealth Advisors's LAZ Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Lazard (LAZ) in Q4 2025, closing a stake of 4 shares — an estimated $211 sold.

Grey Fox Wealth Advisors first reported a position in LAZ in Q3 2025 and held it in 1 quarter. The position peaked at $211 in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 4 Lazard shares in Q4 2025, an estimated $211.
  • Grey Fox Wealth Advisors first reported a position in Lazard in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Lazard position peaked at $211 in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.