GHA
LAZ icon

GW Henssler & Associates’s Lazard LAZ Stock Holding History

GW Henssler & 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 		$12.5M Buy
295,243
+4,838
+2% +$237K 0.59% 67
2025
Q4 		$14.1M Sell
290,405
-13,926
-5% -$695K 0.68% 64
2025
Q3 		$16.1M Sell
304,331
-3,538
-1% -$191K 0.8% 52
2025
Q2 		$14.8M Buy
+307,869
New +$12.9M 0.79% 54
2023
Q2 		– Sell
-7,284
Closed -$241K – 216
2023
Q1 		$241K Buy
7,284
+74
+1% +$2.73K 0.02% 199
2022
Q4 		$250K Hold
7,210
– – 0.02% 194
2022
Q3 		$229K Buy
7,210
+1,033
+17% +$37.1K 0.02% 192
2022
Q2 		$200K Buy
+6,177
New +$209K 0.01% 218

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return