IPW
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Impact Partnership Wealth’s Lazard LAZ Stock Holding History

Impact Partnership Wealth’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
-10,063
Closed -$531K – 406
2025
Q3 		$531K Buy
+10,063
New +$543K 0.08% 159
2025
Q2 		– Sell
-8,858
Closed -$384K – 329
2025
Q1 		$384K Sell
8,858
-584
-6% -$29K 0.08% 149
2024
Q4 		$486K Buy
9,442
+4,140
+78% +$222K 0.1% 129
2024
Q3 		$267K Buy
+5,302
New +$246K 0.06% 191
2024
Q2 		– Sell
-16
Closed -$683 – 474
2024
Q1 		$683 Buy
+16
New +$623 ﹤0.01% 641
2023
Q4 		– Sell
-4,314
Closed -$134K – 986
2023
Q3 		$134K Buy
+4,314
New +$145K 0.04% 255

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 $5.72T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's LAZ Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Lazard (LAZ) in Q4 2025, closing a stake of 10,063 shares — an estimated $531K sold.

Impact Partnership Wealth first reported a position in LAZ in Q3 2023 and held it in 6 quarters. The position peaked at $531K in Q3 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,063 Lazard shares in Q4 2025, an estimated $531K.
  • Impact Partnership Wealth first reported a position in Lazard in Q3 2023 and held it in 6 quarters.
  • Impact Partnership Wealth's Lazard position peaked at $531K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.