HHM Wealth Advisors’s Lazard LAZ Stock Holding History

HHM 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
2026 Q2	$17.2K	Hold	410	–	–	﹤0.01%	554
2026 Q1	$17.4K	Hold	410	–	–	﹤0.01%	537
2025 Q4	$19.9K	Hold	410	–	–	﹤0.01%	504
2025 Q3	$21.6K	Hold	410	–	–	﹤0.01%	498
2025 Q2	$19.7K	Hold	410	–	–	﹤0.01%	512
2025 Q1	$17.8K	Sell	410 -857	-68%	-$42.6K	﹤0.01%	515
2024 Q4	$65.2K	Buy	1,267 +857	+209%	+$45.9K	0.01%	316
2024 Q3	$20.7K	Hold	410	–	–	﹤0.01%	461
2024 Q2	$15.7K	Hold	410	–	–	﹤0.01%	492
2024 Q1	$17.2K	Buy	+410	New	+$16K	﹤0.01%	440

Other funds holding LAZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return