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 Q2	$12.5M	Buy	297,132 +1,889	+0.6%	+$86.5K	0.55%	64
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GW Henssler & Associates's LAZ Position: Q2 2026 in Review

GW Henssler & Associates increased its Lazard (LAZ) stake by 0.64% in Q2 2026, buying an estimated $86.5K and bringing the position to 297,132 shares worth $12.5M. The position accounts for 0.55% of the portfolio, ranked #64.

GW Henssler & Associates first reported a position in LAZ in Q2 2022 and has held it in 9 quarters since. The position peaked at $16.1M in Q3 2025. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

GW Henssler & Associates held 297,132 shares of Lazard worth $12.5M as of Q2 2026.
GW Henssler & Associates bought 1,889 Lazard shares in Q2 2026, an estimated $86.5K.
Lazard made up 0.55% of GW Henssler & Associates's portfolio in Q2 2026, its #64 holding.
GW Henssler & Associates first reported a position in Lazard in Q2 2022 and has held it in 9 quarters since.
GW Henssler & Associates's Lazard position peaked at $16.1M in Q3 2025.
344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.