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Legacy Investment Solutions’s Lazard LAZ Stock Holding History

Legacy Investment Solutions’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
Q2 		$9.36K Buy
+195
New +$8.15K ﹤0.01% 328
2024
Q4 		$10.4K Hold
195
– – 0.01% 285
2024
Q3 		$10.7K Buy
+195
New +$9.03K 0.01% 302

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Investment Solutions's LAZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Lazard (LAZ) in Q2 2025: 195 shares worth $9.36K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LAZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LAZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.7K in Q3 2024. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • Legacy Investment Solutions held 195 shares of Lazard worth $9.36K as of Q2 2025.
  • Lazard was a new Legacy Investment Solutions position in Q2 2025.
  • Lazard made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #328 holding.
  • Legacy Investment Solutions first reported a position in Lazard in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Lazard position peaked at $10.7K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.