IPWA
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International Private Wealth Advisors’s Lazard LAZ Stock Holding History

International Private 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
Q1 		– Sell
-6,688
Closed -$325K – 158
2025
Q4 		$325K Buy
6,688
+307
+5% +$15.3K 0.2% 108
2025
Q3 		$337K Sell
6,381
-991
-13% -$53.4K 0.21% 105
2025
Q2 		$354K Buy
+7,372
New +$308K 0.3% 96

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

International Private Wealth Advisors's LAZ Position: Q1 2026 in Review

International Private Wealth Advisors sold out of Lazard (LAZ) in Q1 2026, closing a stake of 6,688 shares — an estimated $325K sold.

International Private Wealth Advisors first reported a position in LAZ in Q2 2025 and held it in 3 quarters. The position peaked at $354K in Q2 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • International Private Wealth Advisors reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • International Private Wealth Advisors sold 6,688 Lazard shares in Q1 2026, an estimated $325K.
  • International Private Wealth Advisors first reported a position in Lazard in Q2 2025 and held it in 3 quarters.
  • International Private Wealth Advisors's Lazard position peaked at $354K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.