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O'Brien Greene & Co’s Lazard LAZ Stock Holding History

O'Brien Greene & Co’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
-22,654
Closed -$981K – 142
2025
Q1 		$981K Sell
22,654
-4,346
-16% -$216K 0.33% 51
2024
Q4 		$1.39M Buy
27,000
+500
+2% +$26.8K 0.45% 47
2024
Q3 		$1.34M Hold
26,500
– – 0.42% 47
2024
Q2 		$1.01M Buy
26,500
+4,000
+18% +$156K 0.32% 53
2024
Q1 		$942K Buy
+22,500
New +$876K 0.31% 57

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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

O'Brien Greene & Co's LAZ Position: Q2 2025 in Review

O'Brien Greene & Co sold out of Lazard (LAZ) in Q2 2025, closing a stake of 22,654 shares — an estimated $981K sold.

O'Brien Greene & Co first reported a position in LAZ in Q1 2024 and held it in 5 quarters. The position peaked at $1.39M in Q4 2024. 301 funds tracked by Wall St. Rank hold LAZ as of Q2 2025.

  • O'Brien Greene & Co reported no remaining Lazard position as of Q2 2025 after selling out during the quarter.
  • O'Brien Greene & Co sold 22,654 Lazard shares in Q2 2025, an estimated $981K.
  • O'Brien Greene & Co first reported a position in Lazard in Q1 2024 and held it in 5 quarters.
  • O'Brien Greene & Co's Lazard position peaked at $1.39M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Lazard as of Q2 2025.

Based on O'Brien Greene & Co's 13F filing for Q2 2025, filed 6 Aug 2025.