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Mount Yale Investment Advisors’s Lazard LAZ Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-224
Closed -$10.7K – 1182
2025
Q2 		$10.7K Buy
+224
New +$9.37K ﹤0.01% 1127

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's LAZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lazard (LAZ) in Q3 2025, closing a stake of 224 shares — an estimated $10.7K sold.

Mount Yale Investment Advisors first reported a position in LAZ in Q2 2025 and held it in 1 quarter. The position peaked at $10.7K in Q2 2025. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 224 Lazard shares in Q3 2025, an estimated $10.7K.
  • Mount Yale Investment Advisors first reported a position in Lazard in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Lazard position peaked at $10.7K in Q2 2025.
  • 341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.