MassMutual Private Wealth & Trust’s Lazard LAZ Stock Holding History

MassMutual Private Wealth & Trust’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	$11.2K	Hold	266	–	–	﹤0.01%	1359
2026 Q1	$11.3K	Buy	266 +244	+1,109%	+$11.9K	﹤0.01%	1314
2025 Q4	$1.07K	Hold	22	–	–	﹤0.01%	2135
2025 Q3	$1.16K	Hold	22	–	–	﹤0.01%	2120
2025 Q2	$1.06K	Buy	+22	New	+$920	﹤0.01%	2111
2016 Q1	–	Sell	-6,544	Closed	-$235K	–	877
2015 Q4	$295K	Buy	+6,544	New	+$300K	0.04%	242
2014 Q1	–	Sell	-39	Closed	-$1.77K	–	615
2013 Q4	$1.77K	Buy	+39	New	+$1.58K	﹤0.01%	437

Other funds holding LAZ

GHA

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

SOADOR

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's LAZ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Lazard (LAZ) position steady in Q2 2026 at 266 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

MassMutual Private Wealth & Trust first reported a position in LAZ in Q4 2013 and has held it in 7 quarters since. The position peaked at $295K in Q4 2015. 98 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

MassMutual Private Wealth & Trust held 266 shares of Lazard worth $11.2K as of Q2 2026.
MassMutual Private Wealth & Trust left its Lazard share count unchanged in Q2 2026.
Lazard made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1359 holding.
MassMutual Private Wealth & Trust first reported a position in Lazard in Q4 2013 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Lazard position peaked at $295K in Q4 2015.
98 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.