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Harbor Investment Advisory’s Lazard LAZ Stock Holding History

Harbor Investment Advisory’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
-250
Closed -$13.2K – 1260
2025
Q3 		$13.2K Buy
+250
New +$13.5K ﹤0.01% 862

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 $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbor Investment Advisory's LAZ Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Lazard (LAZ) in Q4 2025, closing a stake of 250 shares — an estimated $13.2K sold.

Harbor Investment Advisory first reported a position in LAZ in Q3 2025 and held it in 1 quarter. The position peaked at $13.2K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 250 Lazard shares in Q4 2025, an estimated $13.2K.
  • Harbor Investment Advisory first reported a position in Lazard in Q3 2025 and held it in 1 quarter.
  • Harbor Investment Advisory's Lazard position peaked at $13.2K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.