MLA
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My Legacy Advisors’s Lazard LAZ Stock Holding History

My Legacy 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
Q2 		– Sell
-5,666
Closed -$245K – 216
2025
Q1 		$245K Buy
5,666
+139
+3% +$6.91K 0.09% 194
2024
Q4 		$275K Buy
5,527
+1,255
+29% +$67.2K 0.11% 178
2024
Q3 		$215K Buy
+4,272
New +$198K 0.09% 192

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

My Legacy Advisors's LAZ Position: Q2 2025 in Review

My Legacy Advisors sold out of Lazard (LAZ) in Q2 2025, closing a stake of 5,666 shares — an estimated $245K sold.

My Legacy Advisors first reported a position in LAZ in Q3 2024 and held it in 3 quarters. The position peaked at $275K in Q4 2024. 300 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • My Legacy Advisors reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 5,666 Lazard shares in Q2 2025, an estimated $245K.
  • My Legacy Advisors first reported a position in Lazard in Q3 2024 and held it in 3 quarters.
  • My Legacy Advisors's Lazard position peaked at $275K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.