Institute for Wealth Management’s Lazard LAZ Stock Holding History

Institute for Wealth Management’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	$118K	Buy	+2,808	New	+$129K	0.01%	643

Other funds holding LAZ

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Institute for Wealth Management's LAZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lazard (LAZ) in Q2 2026: 2,808 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings.

157 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

Institute for Wealth Management held 2,808 shares of Lazard worth $118K as of Q2 2026.
Lazard was a new Institute for Wealth Management position in Q2 2026.
Lazard made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #643 holding.
157 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.