MV Capital Management’s Lazard LAZ Stock Holding History

MV Capital 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
2025 Q2	–	Sell	-1	Closed	-$44	–	1105
2025 Q1	$44	Buy	+1	New	+$50	﹤0.01%	1034

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MV Capital Management's LAZ Position: Q2 2025 in Review

MV Capital Management sold out of Lazard (LAZ) in Q2 2025, closing a stake of 1 share — an estimated $44 sold.

MV Capital Management first reported a position in LAZ in Q1 2025 and held it in 1 quarter. The position peaked at $44 in Q1 2025. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

MV Capital Management reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
MV Capital Management sold 1 Lazard share in Q2 2025, an estimated $44.
MV Capital Management first reported a position in Lazard in Q1 2025 and held it in 1 quarter.
MV Capital Management's Lazard position peaked at $44 in Q1 2025.
301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on MV Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.