Optima Capital’s Lazard LAZ Stock Holding History

Optima Capital’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	–	Sell	-1	Closed	-$49	–	787
2025 Q4	$49	Buy	+1	New	+$50	﹤0.01%	1393

Other funds holding LAZ

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

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

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

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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Optima Capital's LAZ Position: Q1 2026 in Review

Optima Capital sold out of Lazard (LAZ) in Q1 2026, closing a stake of 1 share — an estimated $49 sold.

Optima Capital first reported a position in LAZ in Q4 2025 and held it in 1 quarter. The position peaked at $49 in Q4 2025. 335 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

Optima Capital reported no remaining Lazard position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Lazard share in Q1 2026, an estimated $49.
Optima Capital first reported a position in Lazard in Q4 2025 and held it in 1 quarter.
Optima Capital's Lazard position peaked at $49 in Q4 2025.
335 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.