NW
LAZ icon

NewEdge Wealth’s Lazard LAZ Stock Holding History

NewEdge Wealth’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
Q1 		$471K Buy
11,088
+28
+0.3% +$1.37K 0.01% 830
2025
Q4 		$537K Buy
11,060
+8
+0.1% +$399 0.01% 815
2025
Q3 		$549K Hold
11,052
– – 0.01% 720
2025
Q2 		$567K Hold
11,052
– – 0.01% 681
2025
Q1 		$479K Sell
11,052
-130
-1% -$6.46K 0.01% 661
2024
Q4 		$576K Buy
11,182
+130
+1% +$6.96K 0.01% 610
2024
Q3 		$557K Hold
11,052
– – 0.01% 596
2024
Q2 		$422K Hold
11,052
– – 0.01% 582
2024
Q1 		$434K Hold
11,052
– – 0.01% 589
2023
Q4 		$385K Hold
11,052
– – 0.01% 560
2023
Q3 		$343K Hold
11,052
– – 0.01% 521
2023
Q2 		$354K Hold
11,052
– – 0.01% 517
2023
Q1 		$366K Hold
11,052
– – 0.01% 467
2022
Q4 		$383K Sell
11,052
-589
-5% -$20.9K 0.02% 404
2022
Q3 		$371K Sell
11,641
-35
-0.3% -$1.26K 0.02% 393
2022
Q2 		$378K Sell
11,676
-126,326
-92% -$4.26M 0.02% 429
2022
Q1 		$4.76M Buy
138,002
+53,411
+63% +$2.07M 0.21% 112
2021
Q4 		$3.69M Buy
84,591
+17,647
+26% +$826K 0.15% 123
2021
Q3 		$3.07M Buy
66,944
+3,496
+6% +$163K 0.18% 108
2021
Q2 		$2.87M Buy
63,448
+17,341
+38% +$795K 0.22% 102
2021
Q1 		$2.01M Buy
+46,107
New +$1.96M 0.2% 103

Other funds holding LAZ

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Wealth's LAZ Position: Q1 2026 in Review

NewEdge Wealth increased its Lazard (LAZ) stake by 0.25% in Q1 2026, buying an estimated $1.37K and bringing the position to 11,088 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #830.

NewEdge Wealth first reported a position in LAZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.76M in Q1 2022. 333 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • NewEdge Wealth held 11,088 shares of Lazard worth $471K as of Q1 2026.
  • NewEdge Wealth bought 28 Lazard shares in Q1 2026, an estimated $1.37K.
  • Lazard made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #830 holding.
  • NewEdge Wealth first reported a position in Lazard in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Lazard position peaked at $4.76M in Q1 2022.
  • 333 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.