MWM
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Moran Wealth Management’s Lazard LAZ Stock Holding History

Moran 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 		$1.79M Sell
42,602
-3,664
-8% -$168K 0.05% 345
2026
Q1 		$1.97M Buy
46,266
+472
+1% +$23.1K 0.06% 313
2025
Q4 		$2.22M Sell
45,794
-3,276
-7% -$163K 0.07% 276
2025
Q3 		$2.59M Sell
49,070
-4,930
-9% -$266K 0.08% 259
2025
Q2 		$2.59M Buy
+54,000
New +$2.26M 0.08% 262

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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

Moran Wealth Management's LAZ Position: Q2 2026 in Review

Moran Wealth Management reduced its Lazard (LAZ) stake by 7.9% in Q2 2026, selling an estimated $168K and leaving 42,602 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #345.

Moran Wealth Management first reported a position in LAZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.59M in Q2 2025. 345 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • Moran Wealth Management held 42,602 shares of Lazard worth $1.79M as of Q2 2026.
  • Moran Wealth Management sold 3,664 Lazard shares in Q2 2026, an estimated $168K.
  • Lazard made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Moran Wealth Management first reported a position in Lazard in Q2 2025 and has held it in 5 quarters since.
  • Moran Wealth Management's Lazard position peaked at $2.59M in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.