KWM
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Kingsview Wealth Management’s Lazard LAZ Stock Holding History

Kingsview 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
Q1 		– Sell
-58,059
Closed -$2.82M – 1383
2025
Q4 		$2.82M Buy
+58,059
New +$2.9M 0.04% 411
2023
Q4 		– Sell
-97,852
Closed -$3.03M – 992
2023
Q3 		$3.03M Buy
97,852
+83,927
+603% +$2.81M 0.11% 205
2023
Q2 		$446K Buy
+13,925
New +$430K 0.02% 626

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingsview Wealth Management's LAZ Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Lazard (LAZ) in Q1 2026, closing a stake of 58,059 shares — an estimated $2.82M sold.

Kingsview Wealth Management first reported a position in LAZ in Q2 2023 and held it in 3 quarters. The position peaked at $3.03M in Q3 2023. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 58,059 Lazard shares in Q1 2026, an estimated $2.82M.
  • Kingsview Wealth Management first reported a position in Lazard in Q2 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's Lazard position peaked at $3.03M in Q3 2023.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.